Overview
A crew is all technicians on an appointment. Lead technicians can manage crews through expanded job actions in ServiceTitan Mobile. This includes dispatching, arriving, starting and ending meal breaks, and closing out technicians in bulk.
Who uses this feature
Technicians
Applies to all business types
Feature configuration
The Lead Technician Actions permission is required to manage crews. Please contact the account administrator on your team.
Non-managed technicians in crews
As the lead technician, you can facilitate timesheet management for non-managed technicians, ensuring accurate timesheets. You can also manage and oversee non-managed technicians while performing work onsite.
Note: Unmanaged technicians cannot be on a job by themselves. A managed technician must be present on a job before assigning an non-managed technician and completing the appointment or job.
Lead technician actions
As a lead technician, when you're assigned to an appointment with one or more other technicians, you'll see a Job Actions button in place of the Dispatch button. You can also see all the other technicians who are on the appointment.
Job Actions: After you tap Job Actions, you can Dispatch, Arrive, and Start and End Meal breaks for all the technicians on the appointment.
Assigned Technicians: The Assigned Technicians section shows all the technicians who are on the appointment, including yourself.
Crew Details: After you tap Crew Details, you can view each technician's phone number and current status on the appointment.
Use Job Actions as a lead technician
The Job Actions button is the same as the button used to dispatch and arrive to a job. The only difference is you can perform these actions for all technicians on the appointment, including yourself.
To dispatch, arrive, and send technicians on a meal break:
Tap All Jobs and open the job you want to manage.
Tap Job Actions, then select Dispatch, Arrive, Start Meal, or End Meal depending on the situation.
Select which technicians to include. Technicians ready to be transitioned appear at the top. Technicians who are unavailable to be transitioned at the bottom.
Tap the button at the bottom of your screen to complete the action.
Close Out as a lead technician
As a lead technician, you can close out all technicians on the appointment, including yourself.
Tap All Jobs and open the job you want to manage.
Tap Closeout.
Select Mark Appointment Done or Pause this Appointment, depending on the situation.
If you select, Mark Appointment as Done, you can then select:
Mark Appointment Done: When all technicians are done on an appointment and everyone is leaving together.
Only Mark Myself as Done: When you are ready to leave the appointment but the rest of the technicians on your crew are staying.
Select Technicians to Mark as Done: When you want to select one or more technicians who are done at the appointment but some technicians are staying behind.
If you select Pause this Appointment, you'll have the option to choose each technician you want to pause the appointment for, or Select all technicians to pause it for everyone on the appointment. When paused technicians are ready to return, you can dispatch them again.
When you're finished, tap the button at the bottom of your screen to complete the action.