How can I track referrals in the call screen, such as when a new customer mentions they were referred by an existing customer?

Problem

There is no automatic way to populate a specific message in the Summary section during the call booking process.

Solution

Use tags in ServiceTitan

Tags can be applied to Customer and Location records. When you select a customer or location during the booking process, you can see the tags in the pop-up. These tags can then be used to signal specific information about the customer that is relevant to the job.

Manually add customer-specific information during the booking process

Type any desired information in the Summary field during the job booking process. This information then translates onto the booked job for technicians to see.