Job Summary formate/template

4kvikram
New Contributor II

Is there any way to create "pre-define formatting" for the job summary, so that at the time of creating the job it automatically populates as a form and we just fill the form? 

for example, The following text in the summary box I write it, but if I want it to populate this text whenever I add a job, according to job type how can I do so? 

job summary.png

 

1 ACCEPTED SOLUTION

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you go to your job types in settings, you can add in the summary field. so based on the job type you can prepopulate exactly that so that it autopopulates anytime someone uses that job type!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

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3 REPLIES 3

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you go to your job types in settings, you can add in the summary field. so based on the job type you can prepopulate exactly that so that it autopopulates anytime someone uses that job type!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

Question!  I'm going to try it so I may answer my own question, but does the Job Type settings allow for HTML?

 

 


Dispatch and Office Supervisor - Smelly Mel's Plumbing

4kvikram
New Contributor II

Thank you, now I'm able to do this. 

The same summary I need to add/update from job-type API, 

but there is no field of this name.

for adding/updating only these fields available.

job type add fields.png

Can you help how can I add/update the summary with the help of API?