Is there a way to change the order of the services/tasks that are listed first in mobile?

tnicolet
New Contributor

I'd like to have an option to choose "favorites" or the most common service/task types on Mobile when going into the different categories. It seems to be random currently, so the items at the top are not relevant and a search is required. If it saves manual searching on every call, it could save time and increase invoice accuracy.

1 REPLY 1

wch_alex
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hi,

Do you happen to be referring to how different Service/Equipment are organized when on a job? If so I believe this would be a "categories" issue in the Pricebook. So go to Pricebook -> Catagories. From here we can view the mobile view which will show us what the technician sees when they are on the job choosing a Service/Equipment.

So we here have at the main menu something like "HVAC" & "Plumbing" then from there you can go into your separate business units. That could be a good way to organize it, or you can create a whole different way.

Here is a link to show more in depth on how to do these things:

https://help.servicetitan.com/Content/Pricebook/category-setup.htm

Let me know if this is what you were asking for or trying to get to.