Contributor II

Do you publish content for your technicians in the content portal? If not, these videos are a quick training session you can have your technicians watch! Instructions linked here.

You may see that this post has been added to your content portal but it doesn't have any technicians assigned to view the post! If you haven’t seen them yet, here is where you can find them:

Navigate to your Settings > (Operations) > Content Portal
Click “Edit” on the post, and:
Choose “Select audience” > (chose the techs you want to see the post) “Apply selected
Update the “End Time” for the time period you’d like the post to be live. If you’d prefer the post to be available for an extended period of time, you can set it for years in the future.
Click “Send”.
Once that’s done, your selected technicians added to that post will be able to see it in their content portal within the mobile app.

Video Description:

The Winter 2023 Release [ST-68] introduces improvements to the Email Estimate screen to select specific estimates to email customers, as well as a new column added to Pricebook. 

Field Features with Margaux is a series just for technicians, and others in the field on ServiceTitan Mobile.