Overview
You can restrict sending customer notifications for specific business units (BUs) and job types. By default, notifications are not restricted by BU or job type.
Who uses this feature
Administrators
Things to know
Customer notifications can be restricted for each type of customer notification, including booking confirmations, reminder notifications, dispatch notifications, and job completion surveys.
Restrictions apply across all of ServiceTitan. For example, if you restrict booking confirmations for your HVAC BU, your CSRs won’t be able to select the option to send a booking confirmation during call booking for any job in the HVAC BU.
If you restrict a type of customer notification for a specific BU, it prevents all customer notifications of that type for all jobs within that BU. Similarly, if you restrict a notification by a job type, it prevents any notification from being sent for that job type across all BUs.
Restrict customer notifications by BU or job type
Go to the top toolbar and click Settings
. In the side panel, click Communications > Customer Notifications.
Click a customer notification type you want to restrict.
At the top of the screen, click Settings tab.
For Exclude Business Unit, click the dropdown and select one or more BUs to restrict from this type of notification.
For Exclude Job Type, click the dropdown and select one or more job types for which you do not want to send this notification type.
When you’re finished, click Save. Notifications are no longer sent for the selected job types and BUs.
Remove a restriction from a customer notification
Go to the top toolbar and click Settings
. In the side panel, click Communications > Customer Notifications.
Click a customer notification type you want to edit restrictions for.
At the top of the screen, click the Settings tab.
For Exclude Business Unit, click
next to each BU you want to enable notifications for, or click X on the right side of the dropdown to enable notifications for all BUs.
For Exclude Job Type, click
for each job type you want to enable notifications for, or click on the right side of the dropdown to enable notifications for all job types.
When you’re finished, click Save.
Want to learn more?
Visit ServiceTitan Academy to enroll in Managing Customer Notifications