How can I complete a work order from the office side and test work order notifications without affecting technician performance?

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Problem

You need to complete a work order in ServiceTitan from the office side to test work order notifications without impacting technician performance. Sometimes, you may encounter issues when the work order has a non-managed technician assigned and a non-zero dollar invoice.

Solution

Complete a work order from the office side in ServiceTitan to test post-work order communications without affecting your technician's numbers.

Test work order notifications

Create a work order using a test location, and ensure the location has valid contact information with work order notifications enabled. For more, see Enable booking confirmations.

  1. On the Work Order screen, click   and select No Charge/Non-Opportunity.

  2. When finished, click Save.

  3. Go to the Invoice screen and ensure there are no tasks.

  4. Go back to the Work Order screen.

  5. Scroll down to the Scheduled Appointments section and check if a technician is assigned to each appointment.

  6. If a technician is missing, click   and assign a technician to the appointment.

  7. Dispatch and arrive the technician to the appointment, and then complete the work order.