Jumpstart - Job types & tagsLast updated on 02/23/2023

• Job types are general categories of work based on the customer calls you receive most. When booking a job, you can assign a common job type (for example, one or two words that best describe why your technician is visiting a customer) to identify the type of job it is, the urgency factor, and the average time it takes to address the work. This helps your team know what to expect before they arrive at a job and when you’re scheduling and dispatching jobs.

• As a best practice, we recommend keeping a manageable list of job types and using one or two words as job type names. This makes it easier for your CSRs to select the correct job type when booking a job. When you set up your business in ServiceTitan, we provide you with a list of the most common job types for your trades. You can edit them as you need at any time.

• Adding tags helps you flag anything from customers, jobs, and locations, easily highlighting key items when using your ServiceTitan account to run your business. You can also add tags to identify customer membership types, types of equipment they have, and supplies needed for a job associated with a job for a customer. When creating tags, keep them short and sweet! This makes it easier for you and your team to identify them. Tag names should be 30 characters or less.

Step 1: Review and add job types

Review and add, remove, or edit job types. We listed common job types along with the duration and priority for the type of work your selected trades normally perform. Click Learn More for more information on job types in ServiceTitan.

To add a job type:

1. Click Add Job Type.

   Tip: Scroll to the bottom of the page to find this button. A new job type line item is added to the list.

2. Fill out the following information:

   1. Enter a name for the job type.

   2. Use the dropdown menu to select a duration for the job.

   3. Use the dropdown menu to select a priority for the job. 

Note: To remove a job type, click the Toggle next to it. This deactivates the job type. You can always reactivate it later.

To edit a job type:

1. Locate the job type you want to edit.

2. Edit the following information:

   1. Change the name of the job type.

   2. Use the dropdown menu to change the duration for the job. 

   3. Use the dropdown menu to change the priority of the job. 

When you’re done, click Continue.

Step 2: Review and add tags

Review and add, delete, or edit tags. We added commonly used tags that you can use or create your own. Tags are used to flag customers, jobs, and locations with important information such as the customer’s membership type, equipment model, or supplies needed for a job.  Click Learn More for more information on tags in ServiceTitan.

To add a tag:

1. Click Add Tag.

   Tip: Scroll to the bottom of the page to find this button. 

2. A new tag line item is added to the list.

3. Fill out the following information:

   1. Enter a tag name

   2. Enter a code for the tag. Codes are abbreviated versions of tags and only appear on the dispatch board. 

   3. Use the dropdown menu to select the tag’s priority. The tag priority defaults to Medium when created. Tip: Only set the most important tags to High Priority. This ensures they stand out on the dispatch board. If too many tags are set to high priority, then the most important tags won’t stand out as much. 

   4. Click the color box to select a new tag color. Tag colors help you identify the tag. You can change the color or keep the selected color. 

Note: To remove a tag, click the Toggle next to it. This deactivates the tag. You can always reactivate it later.

To edit a tag:

1. Locate the tag you want to edit.

2. Edit the following information:

3. Change the name of the tag.

4. Change the code.

5. Use the dropdown menu to change the priority for the tag. 

6. Click the color box to change the color for the tag. 

When you’re done, click Continue.

• Visit ServiceTitan Academy and enroll in Ready to Jumpstart

• See Jumpstart Basics

• See Onboarding Guide - FAQ