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COLOR CODE ON HOLD JOBS

Paused jobs are color-coded on the Dispatch Board. They appear as a yellow color. That's my prompt to take action to resolve the job to a Complete status (i.e. order parts, reschedule, etc.). Jobs that are on "HOLD" are not color-coded. They don't ch...

Resolved! New Customers being defaulted to Non-Taxable

A few members of my office staff alerted me that this morning (5/5/22) Each new customer that called in and was booked was being defaulted to a Non-Taxable customer status. Did something change, and is there a way to revert this setting? The change s...

thogan by New Contributor III
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  • 17 replies
  • 2 kudos

Dispatch Teams

With the new update you no longer can edit the dispatch board Team Names, I add numbers before the Team Names to put in the order we like for the board to display. Now you have to create a new team and go into each tech profile and update their team ...

mcurtis by ServiceTitan Certified Administrator
  • 5258 Views
  • 10 replies
  • 0 kudos

Resolved! Internal Customer Notes

I was talking to a customer today and he posed an interesting question: What is internal notes? It shows up on the customer page and can be edited, but if you put something there, it sort of just seems to float in the ether. Well I did some investiga...

Installation Crew Dispatching

Our installations technician has trouble with remembering dispatching and arrive to projects. We make a lot of corrections because of it. Does anyone have any recommendations on how to always have your technician dispatch and arrive on time?

afaraj by New Contributor
  • 3574 Views
  • 5 replies
  • 1 kudos
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