Custom Fields when scheduling...

dmbueno
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I am really not sure how I missed out on this for so long...but in a Spark Session today, I learned I can make custom fields required for scheduling! HOLY COW this is a game changer! 

What are some of your favorite custom fields that are required when scheduling? 

5 REPLIES 5

Dfranzke1
New Contributor II

We LOVE using custom fields!! Your right!! HUGE GAME CHANGER!! Using this helps prepare our team to create a perfect service call!  

krista-gac
Contributor II

Age of Equipment 
# of Systems (maintenance job types)
Permit Number 
Door Code
Gate Code
When did you change the filter last? 

Gulfshore Air Conditioning, Niceville FL
CSR/Dispatcher Group Moderator & LadyTitans Member

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We love custom fields!!  "Square footage of home", "Are you the owner" and "Are you a member of our Comfort Club" are just a few we use.

Did you also learn about how they can be required for some job types and not others?  That was a huge thing to learn!

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

bonnied
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We edited the "Water Heater" Job type to have custom fields to fill in what type, size, location, etc

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

"Who Called in" !!

Randi Thompson
Bill Joplin's Air Conditioning & Heating