Preferred Technician

MinkPlumbing
New Contributor

Is there a way to setup a preferred technician for a customer? I thought I saw a place to do this but I cannot remember where I saw it. TIA!

5 REPLIES 5

brad_myc
New Contributor II

Word of caution with this feature, if you need to change a large amount of data (say you have a tech that leaves and you want to convert all of theirs to another technician) you have to do this one at a time. I know ST has the ability to edit Customer profiles on the backend, and they may be able to perform this as well, but it may take a while to be active.

I use the Preferred Technician field sparingly because of this. I like it, I just don't want to spend a lot of hours managing that data when something changes.

wch_alex
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This is very good to know.

wch_alex
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Go to dispatch board and right click the customer bubble area thingy and select location page

 Screenshot 2022-05-24 085449.png

from there you click the pencil scroll down and there you will see "Preferred Technician".
Screenshot 2022-05-24 085620.png

THANK YOU SO MUCH! I knew I had seen it somewhere. I even contacted ServiceTitan customer service and they said you couldn't do that. LOL

wch_alex
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Honestly I didn't even know where it was my self until I looked for it lol