I'm looking for Best Practices for updating a Location Record from the field. A location's attributes can change in between visits. The mobile app doesn't allow for updating the location record in the field. How are others getting the data updated?

grapids_
New Contributor II
 
5 REPLIES 5

Previous ContributorPrevious Contributor
Former Community Member

I personally do not use the text feature from Service Titan. We just contact each other through work cell phones.

grapids_
New Contributor II

Thank you - two good options. Would the text feature be a viable option?

Previous ContributorPrevious Contributor
Former Community Member

It maybe old school, but my technicians text or call me immediately if location information needs to be updated. Then I immediately process the change while on the phone with the technician. That has been my easiest. If we are super busy, the technician will inform us on the invoice to change the address and we can update it before batching and sending the customer the invoice.

grapids_
New Contributor II

That's correct. Does anyone have a good process for getting the data from the field to the office to update information?

Previous ContributorPrevious Contributor
Former Community Member

You can make changes through office view of service titan. But I know you cannot in mobile view.