--- title: "Set up scheduling settings before booking jobs for Roofing" slug: "set-up-scheduling-settings-before-booking-jobs-for-roofing" updated: 2026-10-16T02:43:49Z published: 2026-10-16T02:43:49Z canonical: "help.servicetitan.com/set-up-scheduling-settings-before-booking-jobs-for-roofing" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up scheduling settings before booking jobs for Roofing ## Overview Setting up key scheduling settings before you start booking sales appointments and install jobs ensures your team shows up on time, customers get the right notifications, and your Dispatch Board reflects real-world availability. These foundational settings include customer notifications, job durations, Arrival Windows, and technician shifts. --- ### #### Who uses this feature - Administrators, CSRs - Primarily benefits Residential Construction and Commercial Construction business types - Primarily benefits Roofing and Exterior trades #### Feature configuration - Account configuration is required to use arrival windows and technician shifts. Please contact [Technical Support](https://go.servicetitan.com/#/new/dashboards) for details. - The following permissions are required to use this feature. Please contact the account administrator on your team. - *Edit Arrival Window* - *Edit Business Units* ## Best practices - Set up customer notifications for booking confirmations, reminders, dispatch notifications, and arrival tracking to keep customers informed at every step. - Configure job durations based on realistic completion times. For roofing businesses, estimates might be 2 hours while full roof installations might be 8 hours or span multiple days. - Create arrival windows that last all day (8 AM - 5 PM) or Split them into AM and PM windows to give Dispatch Pro or manual schedulers flexibility. ## Set up customer notifications Customer notifications allow you to send messages to customers based on appointment activity. These notifications help keep homeowners informed and set clear expectations. 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D). 2. In the side panel, click **Communications > Customer Notifications**. ![Communications > Customer Notifications](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-am4x31t7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D)The *Customer Notifications* screen opens showing different notification types: ![Customer Notifications screen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-is6ip4qg.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) - [**Booking Confirmations**](/roofing/docs/enable-booking-confirmations): Sent when an appointment is marked as confirmed - [**Reminder Notifications**](/roofing/docs/enable-reminder-notifications-for-customers): Sent for scheduled appointments (typically 24 hours before) - [Automated Job confirmations](/roofing/docs/set-up-and-use-automated-job-confirmations) - [**Dispatch Notifications**](/roofing/docs/enable-text-and-email-dispatch-notifications): Sent when a salesperson dispatches on the mobile app to indicate they are on the way - [**Arrival Notifications**](/roofing/docs/enable-text-and-email-arrival-notifications): Sent when arrival tracking is enabled and the technician is close to the customer's location - [**Job Completion Surveys**](/roofing/docs/enable-job-completion-surveys-text-and-or-email): Sent after the job is marked complete 3. Select each notification type to configure the following: - Enable or disable the notification - Customize the message content - Set timing for when notifications are sent - Configure delivery methods (SMS, email, or both) 4. When finished, click **Save**. ## Configure job durations Job durations define how long appointments take on the *Dispatch Board* and help prevent overbooking. > [!NOTE] > **Note:** Job durations directly affect how appointments appear on the Dispatch Board and capacity calculations. 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D). 2. In the side panel, click **Operations** **> Job Types**. The *Job Types* screen opens showing a *Duration* column for each job type. ![Table displaying various job types with their corresponding durations and priorities.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-g9vbys89.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) 3. Click **Edit** next to the job type you want to update. 4. In the **Duration** field, enter the typical time this job type takes. Common roofing durations include: - *Estimate - Roofing: 2 hours* - *Install - Shingles: 8 hours (or multiple days)* - *Install - Flat Roof: 9-10 hours* - *Warranty - Service Call: 2-3 hours* - *Maintenance - Annual Inspection: 1-2 hours*![Editing job type details including duration, priority, and tags for potential members.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-uj9f2gs8.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) 5. Click **Save**. > [!TIP] > **Tip:** Review all job types and ensure each one has a default duration set. This helps prevent overbooking and ensures the Dispatch Board reflects realistic scheduling expectations. ## Set up arrival windows Arrival windows define a time range during which a salesperson or crew may arrive and help set customer expectations. 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D). 2. In the side panel, go to **Operations** > **Arrival Windows**. 3. Click **Add Arrival Window**. ![User interface for adding arrival windows in a configuration setup.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-9u0myen2.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) 4. In the *Add a Arrival Window* screen, enter the following details: ![Form to add an arrival window with business units and time selection options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-fqogs5se.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) 1. Select the applicable *Business Units* for this arrival window. For roofing businesses, common configurations include: - Sales appointments: Exact times or 15-30 minute windows - Large Install jobs (ir Roof replacement): 1hour windows (8 AM - 9am.) PM - Smaller Install jobs (Gutter replacement) 8AM - 9AM, 12 PM - 1PM) - Service calls: 2-4 hour windows 2. Select *Start* and *End* times. The arrival window duration automatically updates. 5. When finished, click **Save**. The arrival window is available for selection when booking jobs. ## Create technician shifts Technician shifts define when your salespeople and installers are available to be scheduled. Even if a job type has a duration and an arrival window, a field worker cannot be scheduled outside of their assigned shifts. Shifts are for regular recurring working times. If a day or part of a day off is needed for vacation or appointments, use a [non-job event instead](/roofing/docs/schedule-and-manage-non-job-events). > [!NOTE] > **Note:** In ServiceTitan, technicians refer to anyone working in the field, including salespeople and installers. Shifts allow you to build schedules that reflect real-world availability. ### Create a shift 1. Go to the navigation bar and click **Schedule**. ![A user clicks on the 'Schedule' option in a navigation menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-b0ca66jr.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) 2. Click **Technician Shifts**. ![User interface displaying technician shifts and calendar for scheduling purposes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-m41r3w60.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) 3. Click **Create Shift**. ![User interface displaying a calendar with a highlighted button to create a shift.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-f32rry9s.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) The *Create Shift* screen opens. 4. In the *Create Shift* screen, enter the following details: ![Interface for creating a work shift with date, time, and technician selection options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-scheduling-settings-before-booking-jobs-for-roofing-image-b7iusti5.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A36Z&se=2026-11-01T20%3A51%3A36Z&sr=c&sp=r&sig=iraVwwTJxDpYw3ox6x21d%2BF8NETpr%2FvS3YbXS2jDkPM%3D) 5. 1. Select the shift type: 1. **Shift:** Standard working hours 2. **Time Off:** Blocks when technicians are unavailable - **On Call**: Availability for emergency calls - **Overnight**: Shifts that span midnight 2. In the **Title** field, enter a name for the shift. Common roofing shift examples include: 1. Weekday Install Crew 2. Sales Appointments - Morning 3. Weekend Service Crew 3. Configure the shift details: 1. **Date Range:** Select start and end dates and times for the shift 2. **Repeat:** How often you want the shift to repeat - *Never* - *Daily* - *Weekly* 3. **Business Units:** Apply the shift to one or multiple business units 4. **Technicians:** Assign the shift to one or multiple technicians 5. (Optional) **Notes:** Add any notes related to the shift 4. When finished, click **Add to schedule**. The shift is assigned and appears on the technician's schedule. > [!NOTE] > **Note:** These settings should reflect how your teams operate in the field and how precise you want arrival expectations to be for customers. ## Want to learn more? - See [Use arrival windows](/roofing/docs/use-arrival-windows) - See [Use technician shifts](/roofing/docs/use-technician-shifts) - See [Set up and use job types](/roofing/docs/set-up-and-use-job-types) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The time range communicated to a customer for when a technician will arrive. **What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores. **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) AI-powered dispatching product that analyzes job requirements, technician skills, drive time, and capacity to optimize job assignments. **What it does:** Maximizes technician utilization and on-time arrivals by algorithmically routing and assigning jobs — reducing the cognitive load on dispatchers. **Also called:** AI dispatch, Smart dispatch **Tags:** Dispatch Pro, ServiceTitan Max, AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns