Hello from Stuart, FL!

[ptowles]

I'm Phil Towles (service coordinator) with Eastern Electric Solutions. We are a small company of 9 employees and are pretty new to service titan. So far I have just been using it for scheduling. We are about to switch over our "clock-in" technique from quickbooks to service titan. Has anyone recently made that switch? Can you let me know how smooth the process was/tips?

[MirandaMel]

There is so much to learn on ST...go through the academy/knowledge base for articles on Mobile Clock In/Out and be sure you are familiar with it.  You can do paper timesheets and ST timesheets for a bit to ensure that everyone is using it properly.  A lot of features are amazing but require a training and retraining.

[ptowles]

Thank you! I will review mobile clock in/out now

1.what do you mean by paper timesheets?

2.what if i dont want ALL of my techs to use the mobile checkin/out? for example, I have 2 guys per truck. One guy is a master electrician and the other an apprentice. I'd like the master electrician to be dispatching and the apprentice to simply clock in for the day

[MirandaMel]

We use paper timesheets that we made for the techs to physically write down there times, then compare to what their clock in/out is on ST.

Clock in/out is for start and end of day, dispatching/arriving can be done as lead technician actions where you set the permission in settings.

[Miranda]

Welcome!