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Making Technician *Required* When Booking Jobs

AlexisHarford
New Contributor

Can ServiceTitan please make an update to give us the option of making it *required* for dispatch to select a technician when booking a job please? 🙏

Our team, including myself, have made the mistake of booking a job without assigning a technician on accident. Some of us have learned to double check the dispatch board but during a rush, it's easy for our dispatcher to miss. 

1 REPLY 1

deirdrarebb
New Contributor

Its a bit redundant but you could make mandatory custom field for a technician for the job booking page

  1. Go to the Settings menu.

  2. Select Operations from the list.

  3. Select Custom Fields.

  4. Create a new custom field. Assign the custom field to the Job Record > Call Screen. Name the custom field to reflect the Technician assignment. For example, "Technician Name:" or "Technician Assigned".

  5. Set the custom field as a required field.

  6. Save your changes.