Add a new service locationLast updated on 05/19/2023
You can add new or additional service locations to existing customer records. Location details are used to route technicians to service locations. You can also market to customers based on their location, see their address in Map 2.0, and more.
Things to know
If you want to add the location of a new customer, see Add a new customer.
If ServiceTitan can’t validate an address, you can manually enter the longitude and latitude coordinates. Once added, your provided coordinates are used by ServiceTitan Mobile, Optimize Technician Route, Technician Arrival Tracking, and Maps 2.0.
Add a new service location from the Call Booking screen
Go to the navigation bar and click Calls . The Call Booking screen opens.
Under Search for customer, enter the customer’s name and click Search.
Select the customer name. If the customer record pop-up screen opens, close it.
Tip: You can prevent customer and service locations from opening automatically by setting individual call booking preferences.
Click New Location. Note: You see New Location only after you select the customer, otherwise you see New Customer.
Under Where will the service be performed?, enter the name, address, contact details, and notification preferences for the new location.
Note: After you enter the address, press the Tab key or click the marker iconfor ServiceTitan to validate it. Then, click the address to add it to the record. If you don’t see the correct address, click Enter manually and enter the longitude and latitude coordinates of the address.
When you’re finished, click Save.
Note: After you've added the customer’s new location, update their billing address on their customer record, if that is also changing.
Add a new service location record from the customer record
Search for and open the customer record you want to add a new service location to.
Go to the Locations section and click Add Location.
Enter enter the name, address, contact details, and notification preferences for the new location. Note: After you enter the address, press the Tab key or click the marker iconfor ServiceTitan to validate it. Then, click the address to add it to the record. If you don’t see the correct address, click Enter manually and enter the longitude and latitude coordinates of the address.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.