Residential Certified Administrator - Commander

Curriculum

System Setup and Operations

• Set up and use zones

• Use custom fields

• Manage feature configurations

Accounting Operations

• Technician Scorecards

• Clock in and out in ServiceTitan Mobile

• Can't access Export Error report

• Guide to auto-batching

Customer and Job Management

• Set up call reasons

• Capture a Lead manually

• Set recall, warranty, and lead job booking guides

• View call tags or attach a tag to a call

• Add or edit tracking numbers

• Set up and use Call Linking Confirmation

• How to Resolve Text Messages Not Being Delivered

ServiceTitan Mobile Operations

• Create purchase orders in ServiceTitan Mobile

• Explanation of ServiceTitan Mobile technician permissions in ServiceTitan