Gooood morning! I figured out a workaround for making specific
appointment types stand out on the dispatch screen! For now, it is not
possible to add a specific tag to an appointment to make a distinction
between it, and another type of appointment. ...
In our dispatch we do have a wait list we all keep on paper and pen, so
we decided to utilize Service Titan for these types of call. Most of the
time we get to these calls, but sometimes we can't help them.Here's the
workflow I created that helps our...
I know I don't work for/at Service Titan, but I work with Service Titan,
and I think it would be fun to have a blog option from my profile to
just write thoughts or things that may occur to me. Just an idea
I created a system that works for us for Change Orders. There may be a
different way, but this is the easiest way I've found to update
projects.I go to the estimate associated with the project, and add a
task. Typically I select "Service". If you kno...
Just a brief note to share - Once I discovered Project Substatuses, I've
been using them religiously. I use them to run a search by Substatus to
see which projects need which tasks each day. Here are some that I have
created that are self explanatory...