When To Use What | Hold, Pause, Separate Appointments, Separate Jobs, And Projects

[@pelicannoiseworks3212]

The hair is looking dope as heck! Video request: a rundown on your favorite hair products. Thank you for your service, Richard

[@glennhammonds9845]

Hey, that video was clean and to the point. Can you do a quick rundown on how to keep track of permitting, inspections and other project follow-up tasks like drywall and final inspections?

[@CherieHudson]

Super helpful, I will be adding this video to our onboarding training!

[@wayne1270]

Video on how to set up truck stock replenishment

[@louisecody9181]

Richard, I love this video. I have watched it YoY because there is always someone in the office who is questioning when to use the items listed in your title. The dispatchers explain, but your explanation is always better to the questioners' because like our Mom's - we don't know what we are talking about! hahaha....Thanks.

[@AKPidgeon]

I love these reccomended use cases for service titan features. Keep it up PLEASE!

[@GeorgesAC1515]

Great stuff! - would be great to see a video explaining to techs how to book a call on their own. ST is good, but they come at it from a technical point of view not an easier entertaining POV like you provide. Thanks again!

[@ckk981]

Thank you for this, informative and entertaining as always!

[@ryannelsch2158]

Well done man! Inventory video?

[@mikeGovan-y8c]

thanks man great job We just leave them open.....very confusing

[@cassiebargfrede-jones3989]

Informative and direct, perfect training content!

[@staceymaud8080]

What happens to a Paused job after 30 days on the field app? Does it unpause? What happens to the work status: does it mark the job scheduled/complete/in progress? Or does it just fall off the techs screen? Is there an office report we can pull for Pauses jobs after 30 days?

[@LindseyBaker-st2be]

What would you suggest if we are waiting on estimate to be approved but have to have it all on the same job so it's on the same invoice

[@rachaelrichards5571]

Can the tech create a project or does it have to be created in the office?

[@bluebully1988]

New to Titan. Is there a way that my techs can place a call on hold so they can see them instead of disappearing on their end.?

[@johnnyhenderson8144]

Makes sense.. thanks for the video 💪

[@deebo1970]

When on a job you've got a diagnostic fee, put call on pause, was raining, arrived back on site later. Could not receive payment for repairs. Charge button was lighten. Why???

[@LandusTheGeek]

Multiple sold estimates for later on first job, how to convert that into one job? i.e. sold Springs, Rollers, and an Opener on 3 different estimates, but you're going back the same day to install all 3?

[@PTcoltsguy]

Pick one of the sold estimates and book a job through that sold estimate. Write down its job # then go to the 2nd sold estimate, when you select all (or some of the items) it will prompt you to book a new job or select an existing job. Select an existing job, you should see the same job # that you just booked, and select it. Do this with the 3rd sold estimate and boom, all of your work is on the same job! If you are not seeing the select an existing job button when booking from the 2nd or 3rd estimate, let me know. There are several different factors that may prevent it from showing up but I don't want to type them all out unless I have to lol

[@JerryLeeSchrader]

I have been trying for 2 years to figure out how to get history to follow jobs. If we setup an appointment, leave an invoice, then 2 weeks later they call in and want the work done for instance, how do we convert that to an invoice, so the original estimate follows? I thought it would be projects, but after watching this, I am not so sure. The way we do it now, we have separate appointments no matter what, and even if it's an existing customer, the history does not follow it.

[@raulorozco901]

Hi Steve!