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Service Titan Office – Customer, Location and Jobs

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This course will go over everything you need to know about Customers, Locations and Jobs within Service Titan.

Course Content

Basic Overview of how things are structured in Service Titan
The Customer
Customer Overview
Validating Addresses
Updating or Adding Contact Information
Customer Notes and Adding Files / Photos
Adding a Payment Method to a Customer, Updating Existing Payment Methods
Marking a Customer as Do Not Service
How to Create a New Customer
Location Overview
How to add a new location
Jobs Overview
Creating / Adding Appointments
The Residents Of
How to Merge Existing Locations
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