Any options for automatically adding tasks when scheduling a job?

IanKirby
New Contributor

I'm wondering what the options are for automatically adding tasks/materials/etc. to invoices on jobs when they are scheduled. I'm specifically hoping that there are methods to automatically add tasks to Prevailing Wage jobs when they are scheduled, but I'm open to alternative methods if it's not that easy. Any advice helps, thanks!

1 ACCEPTED SOLUTION

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @IanKirby -- you can add default service tasks from your pricebook into any job type. This will automatically be added to the invoice when the job is booked.

Go to Job Type>Default Services>Search for any service task in your pricebook and add + save.

Here's a snippet:jt.png

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1 REPLY 1

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @IanKirby -- you can add default service tasks from your pricebook into any job type. This will automatically be added to the invoice when the job is booked.

Go to Job Type>Default Services>Search for any service task in your pricebook and add + save.

Here's a snippet:jt.png