Overview
Use efficient naming conventions with your location records to enable strategic and dynamic searchability and reporting in your account.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Applies to Construction business types
Applies to all trades
Things to know
Filtering location records in search and reporting is easier with coherent naming conventions.
Using naming conventions reduces the need to add custom fields to your location and customer records, increasing office efficiency and saving time.
Before you can use these naming conventions, you need to create new service locations. See Add a new service location in ServiceTitan for more information on adding new location records.
Use naming conventions for production homebuilding records
Due to the overall scope of work in production homebuilding, managing location records is crucial to ensuring a high-level customer experience across all individuals who interact with your business, such as residential homeowners, project managers, builders, and others.
By adopting a strategic naming convention, you can create efficiency and better searchability within your location records for each person who interacts with your account.
Suggested approach: BUILDER, MAILING ADDRESS, (LOT #), COMMUNITY
Examples:
DR Horton 123 Main Street (10) Celebration
Lennar 345 Second Street (1) Ascent
Using these naming conventions can make it easier to find answers to common questions on the search page, such as:
How many homes have we built for [Builder Name]?
How can I search for the homes in [Community]?
How can I search for a specific [Lot Number]?
See Move a construction-built home to a residential homeowner or Move a construction build to a commercial business owner for more information on adding new records into your system when you don't yet have the official address.
Search for homes built by a specific builder
Go to the navigation bar and click Search
.Click the Search dropdown to select what you want to search for. To search for locations, click Locations.
Use the filters to refine your search. To view all location records that exist in a category, leave these fields blank. When you're ready to perform your search, click Search
.To search for all homes built by a specific builder using this naming convention, type the name of the builder into the Name field.
From here, you can refine your search further by including a street, city, or ZIP code, if applicable.
Search for homes built in a specific community
Go to the navigation bar and click Search
.Click the Search dropdown to select what you want to search for.
Use the filters to refine your search. To view all location records that exist in a category, leave these fields blank. When you're ready to perform your search, click Search
.To search for all homes built within a specific community using this naming convention, type the name of the community into the Name field.
Search for a specific lot number
Go to the navigation bar and click Search
.Click the Search dropdown to select what you want to search for.
Use the filters to refine your search. To view all location records that exist in a category, leave these fields blank. When you're ready to perform your search, click Search
.To search for a specific home's lot number using this naming convention, type the lot number into the Name field.
For this example, two results from separate builders were returned. To refine the search, include either the name of the builder or the name of the community in your search.
Report use cases
By adopting the suggested naming conventions, you can uncover value in the Reporting tab in the same way you can from the search page. With the Contains filter, you can efficiently identify location records.
Note: If you instead use custom fields, they can also be used in reporting and on the search page.