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Editing Re-occuring Non-Job Events

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We have a team meeting every Tuesday morning and it is on the dispatch board for everyone as a non job event. Every now and then, we have to have team meeting on a different day and I have to go in and edit that event. Is there a way to edit it for all technicians at the same time? If not, I will post it in ideas.


Miranda Hufford, Office Administrator @ Red Barn Service, LLC
12 REPLIES 12

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I created an idea for this!

Ability to Edit Non-Job Events for Multiple People 


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

voted!

Randi Thompson
Bill Joplin's Air Conditioning & Heating

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voted!  I was just dealing with this exact scenario yesterday.  Great idea!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I should have created the idea a long time ago instead of silently dealing with it!


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voted!


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

ashsmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

When you create a non job event, you can add multiple people all to that same event. It's over on the right hand side. All the following events related to it (if you set up event to reoccur) will be assigned to the same group of people selected so if you change the day on it, it will change for everyone on the event. That way - you are only creating 1 non job event, and just assigning everyone to it. 

Ashley Smith
Retrofit Operations Manager
Reliant Air Conditioning

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I love that you have the ability to create a non-job event for multiple people. Just wish you could edit them for more than one person at a time.


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

ashsmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you have everyone needed already assigned to the event, when you click "edit event" and change it to whatever day you want it on, it will change for everyone assigned to it. Is that not what you are trying to accomplish? Sorry if I misunderstood! 

Ashley Smith
Retrofit Operations Manager
Reliant Air Conditioning

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

That sounds like what I am trying to accomplish, but that's not what happens for me.


Miranda Hufford, Office Administrator @ Red Barn Service, LLC