Service Titan Knowledge Base

Use alertsLast updated on 03/31/2022

Alerts in ServiceTitan can be used to notify office employees and technicians when important changes occur. Use alerts to ensure that your entire staff stays on-track and up-to-date.


Things to know

  • Alerts can be sent via text message, email, or both.

  • You can set up alerts for many things, including but not limited to job status changes, email delivery failures (for when something you send to a customer doesn't go through), calls left abandoned or unbooked, form completion, and sold estimates.

  • When adding a tag to an alert related to a job, you will need to make sure that the job has the same tag added to it. Otherwise, the alert will not be sent.


Create an alert

  1. Go to the navigation and click the Settings icon.

  2. In the side panel, click Integrations > Alerts.

  3. Click Add.

  4. Add the details for the alert you would like to create. In this example, the alert is for email delivery failures and is being sent to office staff.

  5. Click Save.


Edit an alert

  1. Go to the navigation and click the Settings icon.

  2. In the side panel, click Integrations > Alerts.

  3. Click Edit next to the alert you would like to change. In this example, a technician mistakenly added to an alert intended for office staff is being removed from the alert.

  4. When you are finished, click Save.


Deactivate or activate alerts

  1. Go to the navigation and click the Settings icon.

  2. In the side panel, click Integrations > Alerts.

  3. Check the box or boxes for the alert or alerts you would like to deactivate. In this example, unsold alerts are being deactivated.

  4. Click Deactivate or Activate.

  5. Confirm the deactivation or activation by clicking YES.


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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.