Service Titan Knowledge Base

Appointments - FAQLast updated on 09/14/2022

Basics

What is an appointment?

What are the benefits of appointments?

Do I have to use appointments?

Can appointments on the same job have different business units or job types?

I don't see the button to add appointments.

Do appointments make projects obsolete?

Do appointments have their own job number?

Why can’t I add an appointment to a job when the job is still in a scheduled status?

Do appointments generate their own invoices?


Preparing for appointments

Will I have the ability to practice using appointments before the release is live?

Will Appointments automatically become available in mobie?

How can I prepare for this release and train my staff for the coming changes?

When should we transition to using appointments for multi-day jobs?


Managing appointments

How do I create an appointment?

Why is an additional appointment automatically created on my job?

Can you schedule appointments that overlap?

How far in advance should I schedule appointments on a job?

If a job will require technicians to go out at different times, should I book my appointments all at once?

Can I remove an appointment from a job?

Why can’t I delete an appointment from my job?

Why can’t I mark the last appointment on a job done?

How do I reschedule an appointment or change its duration?

Can you hold appointments?

We have an alert stating that the job was finished early.

How will I know when a technician has requested an additional appointment?

What should I do when a technician requests an additional appointment?

Can I require a form for each time an appointment starts or finishes?

Can I require forms for a specific appointment?

How will technicians find forms on appointments?

Can you add notes for a technician on an appointment?

Are purchase orders (POs) attached to an appointment?

Are visit confirmations and reminder notifications sent per job or per appointment?

What if I have already batched, posted, and exported an invoice but need to book additional appointments?


Payroll and timesheets

How are timesheets calculated with appointments?

How are splits calculated?

If our payroll periods are bi-weekly and we have a job with appointments that lasts 2 months, do we need to set up different jobs for each pay period?


Assigning and dispatching technicians

So are technicians dispatched and working on appointments or jobs?

Do I have to assign a technician to each appointment I schedule?

Do I have to fill out job information twice? Once for the job and once for the appointment?

Do I have to assign the same technician to every appointment on a job?

How do I reassign appointments to different technicians?

Can office employees dispatch, arrive, and complete appointments?

Can technicians dispatch, arrive, and complete jobs themselves?

What happens to a job when I dispatch a technician?

How can I tell if a job has multiple appointments from the dispatch board?

What should I now expect to see in the job tray?

Are managed technicians required on each appointment?

What if I send a helper to a job and he leaves before a managed technician arrives?

Can I send a helper out using an appointment on an install job?


Technician experience

Are there changes to technician permissions?

Are there changes in ServiceTitan Mobile?

Why can’t my technician see Done for now anymore?

What jobs can technicians see in ServiceTian Mobile?

Can technicians see appointments other technicians are assigned to?

Can technicians update the status of other technicians?