How to activate and deactivate items in bulkLast updated on 09/09/2022

BEST PRACTICES

Normally, the activating and deactivating of items in Settings is something to do one-by-one. In a few situations, however, you will find that activating and deactivating in bulk can be helpful and time-saving.

Situations where you might want to deactivate or activate in bulk include the following:

When you begin using ServiceTitan, you will want to activate all of your users (employees and technicians) so that you can get started.
If your business is affected by the time of year, you would want to mass deactivate technicians on a seasonal basis.
In case you change or update your marketing strategy, you would want to deactivate several of your campaigns at once.

You can bulk activate or deactivate the following in Settings:

Users (technicians or office employees)
GPS Providers
Inventory Templates
Inventory Trucks
Inventory Trucks and Warehouses
Business Units
Business Unit Categories
Campaigns
Call Reasons
Task Management
Job Types
Cancel and Hold Reasons
Zones
Tag Types
Custom Fields
Timesheet Codes
Forms
Payment and Invoice Types
Membership Types
Invoice Templates

Activate and deactivate items in bulk

Activate and deactivate items in bulk

To activate or deactivate in bulk, complete the following:

Navigate to the area of Settings where you would like to make your changes. For example, if you want to deactivate several office users, you would navigate to Settings > People > Employees.
Using the checkboxes, select the items on the list that you would like to bulk activate or deactivate.
In the example above, it would be office users.
Note
Note
You can view which items are active or inactive by looking for the checkmark in the Active column. You can also use that column to filter your view so that you only see active or inactive items.
Click Activate or Deactivate to activate or deactivate the selected items.
When prompted by the pop-up, click YES to confirm your bulk activation or deactivation.

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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.

How to activate and deactivate items in bulkLast updated on 09/09/2022

Activate and deactivate items in bulk

Note

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