Open jobs.

[LoriLeBrun]

Is there a way that I can put on ST jobs that additional work is needed but we don't have a schedule date yet?  For example, we need to go back and do trenching and ground rods when the ground is thaw.  Where can I stick that job without scheduling?

Second question....how do we add when a tech needs to just call and answer questions for a customer at their earliest convivence?  Do I need to make a job for this task?  And does it go against their KPI's that its not a sold job?

[scander]

You can add an appointment and close the first appointment, you can always just put the job on hold, or you can add a new job to the project and just move the invoice items that still need complete to the new job and close the one you have complete. We usually add an appointment, but if it is a job that needs more than a months time we usually close out the invoice of the work we completed and add the work that still needs done to a new job.

[KhianaKlatt]

As others have stated, we also place the job on hold.

We have a job type that is listed as "phone call". We will book in an appointment for the customer but turn off job notifications for it (so they don't get confused thinking a tech is dispatched to their home). This works well for us and allows the techs to easily pull up the customer's info and call while out on the road.

[embowes]

We put a second appointment on hold, as mentioned above. We also have a job type (Customer Follow Up) that we have marked as a non-opportunity for technicians to either follow up on estimate questions or reach out to customers without affecting their KPIs. 

[Daniel_Rajotte · Accepted solution]

For your first point you can place the job on hold. Place a job on hold (servicetitan.com)

For your second, you can create a non-job event for "customer phone call". This will not count against the technician. You can then edit the event to include all of the relevant information the technician will need for the call. Schedule and manage non-job events (servicetitan.com)