ChelseaAce
New Contributor III
since ‎08-18-2022
‎05-11-2023

User Statistics

  • 22 Posts
  • 2 Solutions
  • 31 Kudos given
  • 47 Kudos received

User Activity

Appointment Special Instructions hack

03-13-2023
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. ...

Wait list calls using Service Titan - How we do it!

01-16-2023
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...

Kinda want my own blog -

01-09-2023
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 

How I process Change Orders for bigger projects

01-06-2023
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...

Project Substatuses are your friend!

01-06-2023
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...
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