Tagging based on form answers

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I need jobs to be tagged based on answers to questions on forms. I found two separate ideas for this- please go vote for these!!

COMMUNITY-I-1050
COMMUNITY-I-1681


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
3 REPLIES 3

AlexPhylactou
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voted for both! This would be so helpful on our appointment completion checklist.

I'd love to take is a step further and be able to forward the completed form to our permits dept if a permit is needed, send to our water remediation partner if there was water damage, tag that the job was not completed because parts are needed. This would alleviate some of the time our call center spends going back thru and closing jobs out with tags during our follow up survey call.

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You got it! Voted!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

AdamCronenberg
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

1000% agree and have been asking for this for YEARS

Element Mist