Follow Up Board

New Contributor

I feel like I saw this before, but can't find it. I'm wanting to change the default follow up date. Currently it is set to 2 days if the Technician doesn't change the date manually at the end of the apt. However, we have many instances of going through the close out process too quickly and not getting that date changed. If we go in and change it on the back end, it counts as a follow up, therefore skewing our follow up data. Can we add an option to change the default follow up window?


ServiceTitan Certified Provider
ServiceTitan Certified Provider

I just had a client ask about this! I added it to the Ideas page, you can upvote by searching for "Customize Default Follow Up Date Timeline" or using the ID: COMMUNITY-I-789

Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

Community Moderator
Community Moderator

There is currently no way to change that default, but you can suggest it on the Ideas page