How can I differentiate between commercial and residential on the job record?

Problem

You need to indicate whether a job is for a residential or commercial location. This information is shown on customer and location records, but it's not shown on job records.

Solution

Create a custom field for job records and require it to be filled out when new jobs are booked.

Note: The Edit custom field type permission is required to complete this workflow. Please contact the account administrator on your team.

Workflows to Resolution

To create a new Residential and Commercial field for job records:

In ServiceTitan, go to the top toolbar and click Settings .
In the side menu, go to Operations > Custom Fields.
On the Custom Fields screen that opens, click Add.
Enter the following information for the new custom field:
1. Name: Location Type.
2. Job Record: Select this, then select Display on Call Booking Screen and make this a required field.
3. Type: Dropdown. For option 1, enter Residential. For option 2, enter Commercial.
When you're finished, click Save to create the new custom field.

Now, when CSRs book new jobs, they'll be required to select the location type for the job: Residential or Commercial.

The Location Type field on the call booking screen.

The location type will show on the job record.

The Location Type on a job.

If needed, you can edit job records that were created before you added the new field and select whether it's for a residential or commercial job.

The Location Type field on a job record.

This will help your team more easily identify if a job is residential or commercial.

Note: If you don't want to create a custom field for Residential and Commercial, you can set up your business units (BUs) to differentiate between Residential and Commercial. For more on how to create and modify BUs, see Add and edit business units.