Annual Maintenance

[AshleyB]

🧰📋 Hey hey Titans, Who's gearing up for their annual ServiceTitan checkup? 🛠️💡 Do you have certain things you clean up every year, like Tags, Custom Fields, (BU's), Job Types, Forms, Campaigns, etc.? Share your insights and tips, and if you have a checklist you can share, even better! Let's keep our businesses running smoothly. 🚀 #ServiceTitanChecklist #AnnualMaintenance #BusinessEfficiency #ServiceTitanDeepCleaning #Cleanitup

[RandiThompson]

We also started our heat maintenance scheduling campaign in Marketing Pro and its killin it in the background!! 

[RandiThompson]

Custom dashboard for the win!! We also implemented a new checklist this spring and I have a separate new one for the fall and once we get past this cold snap I'm going to merge them and use a lot of conditional logic!