Manage company-wide job tray tabs for your whole team
Administrators can now build and manage a shared set of job tray tabs that every dispatcher sees, so every dispatcher starts from the same, well-organized view of their work.
Available inCore
Feature type
Enhancement
Industry
Residential Service and ReplacementCommercial Service and ReplacementResidential ConstructionCommercial Construction
Roles
AdministratorsDispatchers
Region
All regions
What's changing
Before, each dispatcher had to build their own job tray tabs from scratch. Now, an administrator with the right permission can create company-wide tabs, with names, columns, column order, and filters set once, and set the default order and visibility for everyone. These company tabs reach every dispatcher's job tray the next time they refresh the screen. Dispatchers still keep full control: if a dispatcher changes a company tab, ServiceTitan saves that as their own personal version, and their version stays in place until they choose to reset it back to the company version. The job type filter on any tab, company or personal, can now also match more than one job type at a time.
Workflow comparison — before & after
← Before
✓ After
1.Each dispatcher opens Manage Tabs in their job tray.
1.An administrator with the Manage Jobs Tray System Tabs permission opens Manage Tabs.
2.Each dispatcher builds their own tabs one at a time: name, columns, column order, and filters.
2.The administrator creates or edits company-wide tabs, and sets the default tab order and visibility for the whole team.
3.New dispatchers, or dispatchers who want a fresh start, begin with no tabs set up at all.
3.Every dispatcher sees these company tabs in their job tray the next time they refresh the screen.
4.A dispatcher can only choose one job type at a time when filtering a tab.
4.A dispatcher can personalize any company tab. ServiceTitan saves the dispatcher's own version, and it stays in place until the dispatcher selects Use company version.
5.A dispatcher can select more than one job type at once when filtering a tab.
⚠ Every dispatcher spends time building the same tabs from scratch, and there is no shared starting point across the team.
✓ New and existing dispatchers start from a consistent, administrator-built view, while keeping the ability to adjust their own tabs.
How it works for your industry
Residential Service and Replacement
- A residential plumbing company sets up a company-wide Emergency calls tab with the right columns and filters already configured, so every new dispatcher sees it on day one instead of building it themselves.
- An administrator changes the default tab order company-wide to put Unassigned first. Every dispatcher sees that new order on their next refresh, unless they have already customized their own order.
- A dispatcher who prefers a different column layout on the On hold tab personalizes it. Their version stays in place even after the administrator later updates the company version.
Commercial Service and Replacement
- A commercial HVAC (heating, ventilation, and air conditioning) provider builds a company tab filtered to preventive maintenance (PM) job types, so every dispatcher working commercial accounts sees the same prioritized queue.
- An administrator hides an unused system tab company-wide to reduce clutter for a large dispatch team. Dispatchers who had already customized that tab keep their own version.
- A dispatcher managing multiple large accounts selects more than one job type at once on a tab filter, instead of switching between single-job-type tabs.
Residential Construction
- A residential construction company sets a company default tab order that puts Scheduled today first, so every dispatcher opens to the same starting view each morning.
- An administrator builds a company-wide tab for warranty callbacks with the right columns pre-set, saving each dispatcher from building it individually.
- A dispatcher personalizes the company Unassigned tab to add an extra column. That personal version stays in place until they choose to reset it.
Commercial Construction
- An administrator standardizes tab visibility across a large commercial dispatch team so every dispatcher, including new hires, sees the same set of tabs from day one.
- A dispatcher filters a company tab by several job types at once to track multiple concurrent project phases.
- An administrator updates a company tab's columns. Dispatchers who never touched that tab automatically see the updated version on their next refresh.
How to prepare
01Confirm that an administrator has enabled both New dispatch board and Custom jobs tray under Settings > Dispatch Board > New & Upcoming Features. This feature only appears once both are enabled.
02Confirm which employee roles should have the Manage Jobs Tray System Tabs permission. This is granted to Owner and Admin roles by default.
03Identify who on your team will own building and maintaining the company-wide tabs going forward.
04Review your current personal tabs before rollout, since any tab you have already customized will be treated as an override once company tabs are introduced.
05Bookmark any knowledge base articles or Academy videos for team training.