Problem
You need to link a recurring service event into specific job and invoice it was performed on. You also need to see notes from the job after it's completed.
Solution
You can link a recurring service event into a job and invoice directly from the job record in ServiceTitan and ServiceTitan Mobile. This helps indicate that a recurring service event was completed on a specific job.
Link a recurring service event into a job in ServiceTitan
Go to the job record where you want to mark the recurring service event as completed. This is where you can indicate that a recurring service event was completed on a job.
Note: Job records don’t have a specific indicator that they were booked from recurring service event. Instead, you can set up your recurring services to include a note in the Job Summary field that it’s for a recurring service. After that, ensure your CSRs don’t delete the job summary when booking recurring service events into jobs. For more, see Create and edit recurring service types.
Go to the Recurring service events section.
Find the specific event you need to mark as complete.
Click Mark as complete.
Link a recurring service event into a job in ServiceTitan Mobile
This can also be done in ServiceTitan Mobile when the technician is on the job. For more, see Mark a recurring service as complete in ServiceTitan Mobile.
When on the job page, tap History.
Tap Recurring services.
Find the specific event you need to mark as complete.
After selecting the event, click Mark Complete.
