Service Titan Knowledge Base

Create Content Portal postsLast updated on 03/22/2022

The Content Portal is a quick and easy way for you to post messages and content for your technicians in ServiceTitan Mobile. You can post company announcements, tips and reminders, sales promotions, and more. Select which technicians you want to share the post with and set how long you want it to be available.

Post to the Content Portal

  1. Go to the navigation bar and click Settingsicon-settings.png. In the side panel, click Operations > Content Portal.

  2. Click the Create post tab. Tip: To edit or view upcoming and expired posts, click the All posts tab.

  3. Enter a title for your post in the Title field. This title displays in the mobile app.

  4. Add content to your post:

    • To add a video, enter a YouTube or Vimeo URL in the YouTube/Vimeo Video field.

    • To upload an image file or PDF, under Attachment, click + and select the file from your computer.

    • Enter any text you want to include with your post in the Body field.

  5. Click the Tags dropdown and select any tags you want to attach to your post. Note: You can filter your posts by tags in the All posts tab.

  6. Under Start Time, enter the date and time you want your post to go live.

  7. Under End Time, enter the date and time you want your expire. Or, to make your post available indefinitely, leave these fields blank.

    Note: In the All posts tab, click Delete for a live post to remove it from the Content Portal.

  8. Click Select Audience to choose who you want to share your post with. You can select technicians by business unit or individually.

  9. When you're done, click Send. The content will go live in your technicians' Content Portal at the selected start time.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.