Service Titan Knowledge Base

How to Handle Follow-Up Status for Recurring Service EventsLast updated on 05/12/2023

This guide will explain how to handle the follow-up status for recurring service events in ServiceTitan.

LEGAL DISCLAIMER: This article was created from a ticket used to solve a specific tenant issue, and has not been verified by an SME. Nothing stated in this article should be construed to be legal advice. The content in this article is provided “as is” and no representations are made that it is error-free. ServiceTitan disclaims all liability for any problem that might arise from using this article to troubleshoot an issue within your environment.

Problem

You are not able to change the follow-up status of a recurring service event (RSE) once it has been marked as contacted.

Solution

  1. Go to the invoice associated with the RSE.

  2. Edit the invoice by clicking on Edit.

  3. Add any tasks that are not add-ons to the invoice.

  4. Save the invoice.

  5. The invoice will now be a regular invoice and not an RSE invoice.

  6. If you need to mark the customer as Unreachable, unfortunately it is not possible once the customer has been marked as contacted. You can add a tag or a note to the RSE as a workaround.

That's it! If you have any other questions or concerns, please contact Technical Support.

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.