For set-up instructions on setting up proper flow of information in Service Titan, go to Help>Learn & Find Answers>Help Articles.
From ServiceTitan mobile, your technician can log each step of the job.
To create a lead flip, open the existing job from the drop down box and select the LEAD button. Then, press CREATE to book the next job.
From ServiceTitan in the office, you can view the timesheet on each job.
It is important for the Big Board results that you are entering system replacements into ServiceTitan with the correct task codes that are listed on your CDPro work order. These task codes begin with “10”, “11”, “12”, “13”, “14”, “15”, “16”, 17”, “18” as well task code “991005”. If you do not have these tasks codes, please work with Noel Tarter or Shannon West to modify your price book.
Use the Follow Ups screen to view all open/unsold Estimates for recommended repairs and new system installations.
Technicians must use the “SYSTEM ENHANCEMENT” category of tasks when they are selling an accessory that is not a required repair. If you do not have the SYSTEM ENHANCEMENT category in your price book, please work with Noel Tarter or Shannon West to update your book.
It is important to mark repair call backs or return visits as a recall so that the data will correctly display on your reports. A recall lets ServiceTitan know that the technician working on this job does not have the expectation to make additional repairs or an additional sale.
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