Problem
Users need to know how to set up a job summary template that fills in automatically. You can do this in your Job Type settings.
Solution
Configure Pre-populated Summary for Job Type
Go to the navigation bar and click Settings
> Operations > Job Types. Tip: Use the search bar to quickly find this section.
From the list of job types, select the job type you want to edit and then click Edit. The Details screen for that job type opens.
On the Details screen, scroll down until you find the Summary section. This section is normally located towards the middle of the screen.
Click into the Summary box and type or paste the text you want to use for your job summaries. This text will automatically appear in the summary for all new jobs of this type.
Click Save.
By following these steps, you can easily create a pre-populated job summary template in ServiceTitan. This makes your job booking process faster and ensures consistency across your job summaries.