Adding tags for new customers/location in booking screen

jmoree
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you think this would be helpful there is an IDEA, please upvote.  Thanks!

 

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6915

5 REPLIES 5

gotobrandi
Contributor II

Although I recommend when diving into the Tag topic to have a game plan up front. We went a little tag crazy in the beginning and it can be overwhelming especially for CSRs. I would have certain colors mean certain things, ie blue could mean a particular tech only, or green for customers with memberships, etc...

Tiffy76
New Contributor III

@gotobrandi  That is a great idea! 

Tiffany Mendez
Office Manager / Genzel Plumbing

Thanks! I share it because we learn things the hard way, and if I can help anyone avoid such it will at least help them learn from us

Tiffy76
New Contributor III

I agree! Have tags for everything? 

Tiffany Mendez
Office Manager / Genzel Plumbing

StephanieGreene
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I dunno if I am overthinking this. But, why don't you just go into settings and make the tag?Screenshot 2024-06-04 122042.png