--- title: "Set up tag, technician and job and booking rules" slug: "set-up-tag-technician-and-job-and-booking-rules" updated: 2026-10-15T01:24:24Z published: 2026-10-15T01:24:24Z canonical: "help.servicetitan.com/set-up-tag-technician-and-job-and-booking-rules" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up tag, technician and job and booking rules ## ## Overview Scheduling Pro’s rules help you customize job tagging, technician assignment, and booking workflows based on set conditions. With tag rules, you can automate job tagging. Technician rules assign specific technicians, and job and booking rules control how appointments are processed. These rules streamline scheduling, improve visibility, and ensure jobs are handled efficiently. --- ### #### Who uses this feature - Administrators, managers, and office employees - Primarily benefits Residential Service and Replacement business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - To get started with Scheduling Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager. ## Things to know - If you use the *Issue Path* field for setting up the rules, you can choose an intermediate issue path. This helps you to apply rules at any question level without following the full decision tree down to the lowest-level question. - Technician rules are static and based on predefined conditions, making them suitable for more simple workflows. Make sure to carefully read the info banner in the *Set Up Technician Rules* section before configuring. ## ## Access rules setup The *Advanced Settings* section in Scheduling Pro lets you set the default tag and define technician and job booking rules. To access *Advanced Settings*: 1. Go to the top and click Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D). 2. In the side panel, click **Integrations > Marketing Integrations**. 3. On the *Marketing Integrations* screen that opens, click **Edit** next to the Scheduling Pro integration. 4. Within WorkConnect, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D)**> Edit** on your scheduler. 5. From your Scheduler, edit the *Services Offered* section. ![Overview of services offered, highlighting booking restrictions for certain trades and job types.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-h0pxuo73.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 6. Click the **Advanced Settings** tab to set up the *Tag*, *Technician* and *Job and Booking* rules.![Settings page for managing job tags and technician assignments in Scheduling Pro.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-xop21zfy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) ## ## Set up tag rules Tag rules allow you to automatically assign tags to appointments booked through the scheduler based on conditions like job type or zone, enhancing visibility, and streamlining workflows in ServiceTitan. ### Assign the default tag ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1773167595658.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) > [!NOTE] > **Note:** If you want to create a new tag or don't have one, click **Create Tag** to navigate to ServiceTitan settings. 1. From the *Set Default Tag* section, open the **Default Tag** dropdown. 2. Select default tags you want to assign. 1. You can choose **All** or **None** to select tags in bulk. 3. Click **Apply**. ## Add a tag rule 1. Click **+** in the *Add Tag Rules* section. ![Interface for adding tag rules with fields and conditions for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-yahzujtm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 2. A section appears where you can set tag rules for different situations. ![Instructions for setting tag rules in Scheduling Pro for appointment management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-55c0c2io.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 3. Click the **Field** dropdown and select one of the fields. 1. **Affiliate:** Assign a tag to bookings based on the source tracking field included in the URL for the session. 2. **Booking Source URL:** Assign a tag to bookings based on the source URL the booking comes from. 3. **Campaign:** You can assign a tag based on the campaign associated with the session in which the job is booked through the scheduler. 4. **Client Referrer:** Assign a tag to the booking based on the URL that directs the customer to the page where the job is booked. 5. **Customer:** Assign a tag to bookings based on whether the customer is new or existing. 6. **Issue Path:** Allows you to assign tags to jobs based on the questions and answers the customer gave in the scheduler when booking. 7. **Job Type Name:** Helps you assign specific tags to certain job types booked through the scheduler. 8. **Location:** Assign a tag to bookings based on whether the location is new or existing. 9. **Service Zone:** Assign certain a tag to jobs in specific service Zones. 10. **Trade:** Assigns a tag to bookings in a specific trade. This is helpful if you want to differentiate your booking in specific trades through tags. 11. **UTM Campaign:** Assign a tag to bookings based on the campaign parameter in the URL to track and categorize marketing efforts associated with specific campaigns. 12. **UTM Content:** Assign a tag to bookings based on the content parameter to track marketing efforts for specific content variations or links within a campaign. 13. **UTM Medium:** Assign a tag to bookings based on the URL's medium parameter to track the marketing channel, such as email, social media, or paid ads. 14. **UTM Source:** Assign a tag to bookings based on the source parameter to track the origin of traffic, such as search engines, websites, or social platforms. > [!NOTE] > **Note:** UTMs are fields you can add to the URL or button code on your page to help with tracking. 4. And after assigning a field, you can choose a condition to apply to the field from the dropdown. > [!NOTE] > **Note:** These conditions are field-dependent. Some fields support certain conditions, while others do not. For example, the Booking Source URL can have a **Contains** condition, but Job Type cannot. 5. Optional) Click **+ Add Condition** if you want to add other conditions to the rule. For more, see the *Additional conditions* section at the end. 6. After setting the *IF* part of the rule, click the **Tag** dropdown and select tags to assign if the above conditions are met. 7. Click **Save**. After a rule is created, it’s added to a list in the *Add Tag Rules* section. ![Rules for assigning tags to appointments in Scheduling Pro based on campaign criteria.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-7bhy20py.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) From here you can: - Set the priority by dragging and dropping to reorder the rules. > [!NOTE] > **Note:** Priority doesn’t affect tag rules. Any tag will be assigned if its criteria are met. - Deactivate a rule if you don’t use it by turning off the toggle. - Edit a rule by clicking **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) to make changes - Delete a rule by clicking **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) **>** **Delete** from the pop up. ## Set up technician rules Scheduling Pro’s technician rules let you automatically assign technicians to jobs based on job type, zone or other factors, ensuring the right technician is assigned to each job for a smoother workflow. > [!NOTE] > **Note:** Technician assignment rules do **not** affect technician capacity in your ServiceTitan account. ## Important: Technician rules are static and do not dynamically assign the best technician. Instead, they apply the conditions you set in the rule, making them ideal for businesses with specific workflows, like assigning a dedicated technician for certain job types. However, they may not be suitable for businesses with rotating on-call technicians. Technician rules are **not recommended** if you: - Use **Dispatch Pro** or rely on jobs going to the Unassigned section of Dispatch Board, as these rules do not adjust based on the current state of the dispatch board. - Assign a **technician rule to an unmanaged dummy technician** while using **default services on a job type**, as this will cause jobs from Scheduling Pro to **fail**. Before setting up technician rules, consult with your Customer Success Manager (CSM) or Pro Account Manager to ensure they align with your workflows. ## Add a technician rule 1. Click **+** in the *Add Technician Rules* section. ![Instructions for setting technician rules in Scheduling Pro for job assignments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-dhiqk6fr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 2. A section appears where you can set tag rules for different situations. ![Interface for adding technician rules with conditional fields and selection options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-qvie6v5r.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 3. Click the **Field** dropdown and select one of the fields. 1. **Affiliate:** Assign a technician to bookings based on the source tracking field included in the URL for the session. 2. **Booking Source URL:** Assign a technician to bookings based on the source URL the booking comes from. 3. **Campaign:** You can assign a technician based on the campaign associated with the session in which the job is booked through the scheduler. 4. **Client Referrer:** Assign a technician to the booking based on the URL that directs the user to the page where the job is booked. 5. **Issue Path:** Allows you to assign a technician to jobs based on the questions and answers the customer gave in the scheduler when booking. 6. **Job Type Name:** Helps you assign a specific technician to certain job types booked through the scheduler. 7. **Service Zone:** Assign a certain technician to jobs booked in specific service zones. 8. **Trade:** Assigns a technician to bookings in a specific trade. This is helpful if you want a technician to always take jobs in a specific trade. 9. **UTM Campaign:** Assign a technician to bookings based on the campaign parameter in the URL to track and categorize marketing efforts associated with specific campaigns. 10. **UTM Content:** Assign a technician to bookings based on the content parameter to track marketing efforts for specific content variations or links within a campaign. 11. **UTM Medium:** Assign a technician to bookings based on the URL's medium parameter to track the marketing channel, such as email, social media, or paid ads. 12. **UTM Source:** Assign a technician to bookings based on the source parameter to track the origin of traffic, such as search engines, websites, or social platforms. 4. And after assigning a field, you can choose a condition to apply to the field from the dropdown. > [!NOTE] > **Note:** These conditions are field-dependent. Some fields support certain conditions, while others do not. For example, the Booking Source URL can have a **Contains** condition, but Job Type cannot. 5. (Optional) Click **+ Add Condition** if you want to add other conditions to the rule. For more, see the *Additional conditions* section at the end. 6. After setting the *IF* part of the rule, click the **Technician** dropdown and select the technician to assign if the above conditions are met. 7. Click **Save**. After a rule is created, it’s added to a list in the *Add Technician Rules* section. ![Setting rules to assign jobs to technicians based on issue paths in Scheduling Pro.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-xw108emm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) From here you can: - Set the priority by dragging and dropping to reorder the rules. - Scheduling Pro applies the first rule in the list that meets all its conditions. If two technician rules match, the rule at the top takes priority and overrides the others. - Deactivate a rule if you don’t use it by turning off the toggle. - Edit a rule by clicking the pencil icon to make changes - Delete a rule by clicking **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) > **Delete** from the pop up. ## Set up job and booking rules Scheduling Pro’s job and booking rules let you customize how appointments are processed from your scheduler to ServiceTitan. By default, all bookings appear as unconfirmed bookings in the **Calls > Bookings** tab. However, you can enable **Send Scheduling Pro appointments as jobs to the Dispatch Board** option from the *Scheduler Details* section to send them as jobs to the Dispatch Board unassigned section. Job and booking rules also let you further customize which bookings are sent as jobs or remain as bookings, based on specific criteria, to enhance your scheduling workflow. To add a job and booking rule: 1. Click **+** in the *Add Job and Booking Rules* section. ![Instructions for setting job and booking rules in Scheduling Pro application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-u1ccych9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 2. A section appears where you can set job and booking rules for different situations. ![Interface for adding job and booking rules with conditional fields and actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-lsbwt12h.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 3. Click the **Field** dropdown and select one of the fields. 1. **Campaign:** Depending on the campaign associated with the session, send the appointments to ServiceTitan either as unconfirmed bookings or booked jobs. 2. **Customer:** For certain customers set up the appointments to always be booked jobs. 3. **Issue Path:** Depending on the issue path the customer follows, appointments come in either as unconfirmed bookings or jobs. 4. **Job Type Name:** Assign certain job types to always come in as unconfirmed bookings or jobs. 5. **Location Takeover:** Depending on the location takeover setting, appointments are either booked under the existing customer for that location or a new location is created for the customer. This field also controls whether the appointment is processed as a Booking or Job, regardless of the location takeover setting. 6. **Service Zone:** Appointments from certain service zones to always come in as unconfirmed bookings or jobs. 7. **Trade:** Assign certain trades to come in either as jobs or bookings. This is helpful if you want certain trades to always be booked into jobs automatically. 4. And after assigning a field, you can choose a condition to apply to the field from the dropdown. > [!NOTE] > **Note:** These conditions are field-dependent. Some fields support certain conditions, while others do not. For example, the Booking Source URL can have a **Contains** condition, but Job Type cannot. 5. (Optional) Click **+ Add Condition** if you want to add other conditions to the rule. For more, see the *Additional conditions* section at the end. 6. After setting the *IF* part of the rule, click the dropdown next to *THEN* part and choose if it’s sent as a job or booking if the above conditions are met. 1. **Send as Job** 2. **Send as Booking** 7. Click **Save**. After a rule is created, it’s added to a list in the *Add Tag Rules* section. ![Setting job rules for plumbing appointments in Scheduling Pro application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-tag-technician-and-job-and-booking-rules-image-a0pbpvaq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) From here you can: - Set the priority by dragging and dropping to reorder the rules. - Scheduling Pro applies the first rule in the list that meets all its conditions. If two job and booking rules match, the rule at the top takes priority and overrides the others. - Deactivate a rule if you don’t use it by turning off the toggle. - Edit a rule by clicking the pencil icon to make changes - Delete a rule by clicking **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) **>** **Delete** from the pop up. ## Additional conditions After choosing to add other conditions, you have the option for **And/Or** fields. For example, if you need to assign 2 different tags to the same job type, or if you need to assign a tag based on trade and service zone together, you can use and/or to add more depth to the rule. The same goes for both technician rules and job and booking rules. ## Want to learn more? - See [Set up business unit rules](/construction/docs/set-up-business-unit-rules) - See [Scheduling Pro](/construction/docs/scheduling-pro-home) ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules. **What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste. **Also called:** Advanced scheduling, Smart scheduling **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) AI-powered dispatching product that analyzes job requirements, technician skills, drive time, and capacity to optimize job assignments. **What it does:** Maximizes technician utilization and on-time arrivals by algorithmically routing and assigning jobs — reducing the cognitive load on dispatchers. **Also called:** AI dispatch, Smart dispatch **Tags:** Dispatch Pro, ServiceTitan Max, AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)