Overview
Use the Follow Ups screen to report on, schedule upcoming visits, and export a list of the visits.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
If a visit is associated with a job, it can't be dismissed.
Report on or schedule visits
Go to the navigation bar and click Follow Up
.In the side menu, click Service Agreement Visits.
The Service Agreement Visits tab opens displaying a list of upcoming visits.
Use the filters at the top to filter your visits. You can filter by:
Customer: Search to find a customer or select the customer name from the list.
Location: Search to find a location or select the location from the list.
Business Unit: Select a Business Unit to filter visits.
Technician: Select the Preferred Technician on the service agreement from the list.
Zip Codes: Enter zip codes for the visits.
City Names: Enter city names for the visits.
Zone: Select the zone for the visits.
Account Manager: Select the Account Manager on the service agreement.
Tags: Select one or more tags from the list.
Dates: Use the calendar to select the start and end date of the visit window, or enter the dates in the Start and End Date fields. You can also select This Month and Next Month options.
Job Types: Select the Job Type on the service agreement from the list.
In the Visits list you can:
Click the Location Name to open the location record in a new tab.
Click the Customer Name to open the customer record in a new tab.
Click the Service Agreement Name to open the service agreement in a new tab.
If the Visit Window is in the past, the job appears in red to indicate that action is required. Hover over the
to view the reason.To schedule the visit, click Actions > Book a Job.
To dismiss a visit, click Actions > Dismiss a Visit.
To bulk book visits into a job, select multiple visits and click Book Jobs. Fill out the information in the Book Jobs window and click Book. For more information on bulk booking service agreements, see Bulk Book Service Agreement visits.
Export service agreement visits
Enhance scheduling and planning efficiencies by getting insights into upcoming and past service agreement visits by exporting the follow-up visit tab results.
Go to the navigation bar and click Follow Up
.In the side menu, click Service Agreement Visits.
After filtering the visits, click Export to download the report. The report can be downloaded in three different formats:
Excel (*.xlsx)
PDF (*.pdf)
Comma separated (*.csv)
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements