11-16-2022 02:50 PM
Help ... trying to find the best way to set up reoccurring maintenance ( storm drain cleaning ) for out commercial customers , and we are new to service titian , any help would be greatly apricated !!
Solved! Go to Solution.
11-17-2022 04:46 AM
Check out recurring services in Service Titan. There are a lot of articles in the knowledge base. This will allow you to set up a service that you want to repeat and you can on the specific customer record add the recurring services and the followup tab will remind you on scheduling them. Recurring Services are also commonly associated with memberships but dont have to be used with them. Hope that helps point you in the right direction and then feel free to ask the community if you have specific questions on seeing that up, Welcome to ST!
11-17-2022 04:46 AM
Check out recurring services in Service Titan. There are a lot of articles in the knowledge base. This will allow you to set up a service that you want to repeat and you can on the specific customer record add the recurring services and the followup tab will remind you on scheduling them. Recurring Services are also commonly associated with memberships but dont have to be used with them. Hope that helps point you in the right direction and then feel free to ask the community if you have specific questions on seeing that up, Welcome to ST!
11-17-2022 09:34 AM
Thank you so much for your help !
11-18-2022 11:01 AM
You are very welcome!