Service Titan Knowledge Base

Send PO notifications to technicians using Line Items on POsLast updated on 10/28/2022

Send a text message or email to your technicians to notify them of shipment pick up details.

Send a notification to your technician

  1. Go to the navigation bar and click Invoice.

  2. In the side menu, click Purchase Orders.

  3. Click the Received tab.

  4. Select the PO for which you want to send a notification. The Purchase order details flyout opens.

  5. Click Notify Technician. Note: This button is enabled only if a technician is assigned to the PO.

  6. Select how you want to notify your technician:

    • Send Text

    • Send Email with copy of PO

  7. In the Instructions for Technicians field, enter instructions for your technician.

  8. When you’re done, click Send Notification.

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.