What is the process for adding holidays to the Schedule Board calendar in ServiceTitan?

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Problem

You want to know if it's possible to add holidays to the Schedule Board calendar.

Solution

To add holidays to the Schedule Board calendar, create a non-job event or technician shift. If you want to block capacity, use a non-job event.

Note: Non-job events are shown on both the Schedule Board and Dispatch Board. Technician Shifts are only shown on the Dispatch Board.

Option 1: Block off capacity with non-job events

  1. Go to the navigation bar and click Dispatch .

  2. On the Daily view, click a blank space.

  3. On the New Event window that opens, click Edit Event.

  4. On the Edit Event screen that opens, add the holiday details.        

    Note: Make sure to select the correct timesheet code. If you don't select a timesheet code, you can select Visible to technician schedule in the mobile app.

  5. On the side, add each technician you want to include for the holiday, or click Select All to add all technicians.

  6. Select Remove technician from open capacity board.

  7. When finished, click Save

This blocks technicians' capacity for any ServiceTitan features that consume capacity.

Option 2: Leave capacity open with Technician Shifts

  1. Go to the navigation bar and click Schedule .

  2. On the screen that opens, click Technician Shifts.

  3. Follow the steps to create an Available working shift for the holiday.

This leaves technician capacity open for any ServiceTitan features that consume capacity.

If you want to block off capacity with a shift instead of a non-job event, create a Time Off shift and delete any Available working shifts for the day.