Use search in ServiceTitanLast updated on 05/04/2023
ServiceTitan has search fields throughout the product that help you find information faster and navigate more efficiently.
Search for records: In the navigation bar, click Search
to find customers, service locations, leads, estimates, jobs, invoices, calls, and more.Search in Call Booking: In the navigation bar, click Calls
and use the Search for customer section to find customer and service location records.Search for settings: In the navigation bar, click Settings
and use the Search field to find the settings and permissions you want to edit.Use Quick Navigation: Press forward slash (/) to open a search field you can use to quickly go to screens within ServiceTitan.
Note: Quick Navigation is disabled when you're entering text to allow for regular use of forward slash.
to find customers, service locations, leads, estimates, jobs, invoices, calls, and more.
and use the 
and use the Search for records
Go to the navigation bar and click Search
.Click the Search dropdown to select what you want to search for.
Use the filters to refine your search. To view all records that exist in a category, leave these fields blank. When you're ready to perform your search, click Search
.
Anything shown in blue is a link that opens the record.
When you have your search results, you can:
Filter your results using one or more filters on the left.
Click a column name to sort it alphabetically or numerically.
Click Close
to clear your search results.Export your results as an XLSX or CSV file if you have the Allow Exporting Search Results permission enabled. To download a file, click the dropdown next to search and select a format.
to clear your search results.
Search in Call Booking
Go to the navigation bar and click Calls
.In the Search for customer section, enter the customer or service location name, then click Search
. Click a customer's name to open the customer record, or click an address to open the service location record.
Tip: You can prevent the customer and service location windows from opening automatically by setting individual call booking preferences. If you have the preference Automatically Open Location/Customer Pop-up disabled, you can view the customer and location pop-up from the Call Booking screen by clicking Preview
next to the customer or location.
Search for settings
Go to the the navigation bar and click Settings
. In the side panel, enter the name of the setting you want in the search field.
Click the setting you want to edit.
Use Quick Navigation
Get to the page you want with fewer clicks. Pressing forward slash (/) opens a search field you can use to quickly navigate within ServiceTitan.
To use Quick Navigation:
From anywhere in ServiceTitan, press forward slash (/). Quick Navigation opens.
Note: Quick Navigation is disabled when you're entering text to allow for regular use of forward slash.
Enter the page you want to navigate to. Suggestions appear as you type. When you’ve found what you’re looking for, click the name of the page.
Tip: Click Close or press Esc to exit Quick Navigation.
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.