Workflow for Automating Follow Ups ✨

Contributor III

Hello Titan Fam 💪 I wanted to share a workflow I came up with for a customer of mine who was struggling with keeping on top of the day to day. Task management is a great tool for to-do list items, but we needed a way to automate this process - especially when it came to communicating needs from the field back into the office.

Here is a loom video of the process! I hope that it helps you and your company in the way it has helped many of my clients!


Customer Advocacy Specialist at ServiceTitan
Director of Memberships at LadyTitans
ServiceTitan CSR/Dispatcher Group Moderator

New Contributor III

Thank you Brittany, that was awesome!

Valued Contributor II

Amazing!! Keep the awesome tips coming Brittany!

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Great stuff as always @BrittanyB 

New Contributor II

Super helpful video! I love the parts order form, auto generated tag and report scheduled showing what parts need to be ordered. I had never thought about the custom dashboard but that is a great idea! Thanks for sharing.  

Contributor II

Love this @BrittanyB🙂