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Editing Techs Dashboard

astacio7
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hello,

I am wondering if there is a way for us to be able to edit a Technicians MOBILE dashboard. 

I am looking to upload and add a helpful chart for them to be able to use while out on the field. I would like for it to appear in/under the overview tab.

6 REPLIES 6

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Not a way to customize the technician dashboard, but if it is just a static table, you can add that to the content portal. the techs have access to the content portal any time and can reference it!

We add our phone list, on call list, and some other important docs to the content portal. you can add videos, PDFs, etc.!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We also use the content portal! 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I have an idea up for this! Let me find the ID!


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

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

@astacio7 @reneem  Go vote for my idea here! COMMUNITY-I-1996 


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

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Already voted for that one 😂

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Too bad you can't vote twice!


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