Is it possible to hide a non-job event from a technician in ServiceTitan Mobile?
All scheduled non-job events that have a timesheet code or Visible to Technician selected are shown in ServiceTitan Mobile for the next seven days, including today's date.
If a non-job event does not have a timesheet code or if Visible to Technician is not selected when the event is created or edited, then the technician won't see it in ServiceTitan Mobile.
For more, see Schedule and manage non-job events.
How long can technicians view their scheduled non-job events in ServiceTitan Mobile?
Technicians see all their scheduled non-job events that have timesheet codes or Visible to Technician selected for the next seven days, including today's date.
Non-job events are listed alongside job appointments in the Overview and All Jobs tabs in ServiceTitan Mobile.
For more, see Schedule and manage non-job events.
Do technicians need to clock in to their scheduled non-job events to be paid for them?
Technicians only need to clock in to a non-job event if the selected timesheet code in the event has the Exclude from reports if technician fails to clock in option selected in Settings > Operations > Timesheet Codes.
If this option is not specified in the timesheet code, then the technician does not need to clock in to the event to be paid for it.
Can technicians create their own non-job events?
Technicians can't create non-job events for themselves in ServiceTitan Mobile, however, when a technician clocks into an event code, like Meal Break or Training, a non-job event is automatically created and added to the Dispatch Board.
Does the Upcoming Appointment Visibility field determine how long technicians can see their scheduled non-job events?
No, the Upcoming Appointment Visibility field in technician profile settings controls how many future appointments a technician can view on their appointment list in ServiceTitan Mobile. This only applies to job appointments.
What do the technician visibility settings do in Settings > Payroll > Timesheet Codes?
Technician visibility settings determine when technicians can access that timesheet code in ServiceTitan Mobile.
Timesheet code is always visible to technicians: Technicians with the Clock In And Out permission can clock in and out of this timesheet code anytime in ServiceTitan Mobile by tapping their profile icon and selecting Events.
Timesheet code is only visible to technicians when scheduled: Technicians with the Clock In And Out permission can clock in and out of this timesheet code only when the office schedules an event with that timesheet code.
Timesheet code is hidden from technicians: Technicians can never clock in and out of this timesheet code. They can see the scheduled events the office staff creates for them with this timesheet code.
Can we use non-job events to show when a technician is off for the day?
You can non-job events to show when a technician is off for the day, but it has some limitations.
For example, if a technician's last job runs long and overlaps an unpaid timesheet, they won't get paid for the overlapping time.
Tip: We recommend using Technician Shifts to show when technicians are available or unavailable. For more, see Use Technician Shifts.
Why doesn't my technician see the option to clock in to an event in ServiceTitan Mobile?
For technicians to see the option to clock in to an event in ServiceTitan Mobile:
The technician must have the Allow clock in and out permission enabled in their technician profile settings.
If a timesheet code wasn't added to the non-job event, the technician can't clock into the event.
Confirm that the selected timesheet code in the non-job event is configured in Settings > People > Payroll > Timesheet Codes to either:
Timesheet code is always visible to technicians, which means they can always clock into that timesheet code and create their own non-job event during their workday
Or Timesheet code is only visible to technicians when scheduled, which means the office has to first create the non-job event for the technician for them to see the option to clock in to it.
If the selected timesheet code is set to Timesheet code is hidden from technicians, the technician can't clock into the event. It appears on their dashboard or in the All Jobs tab.
Note: Technicians can see only their scheduled non-job events for the next seven days including today's date.
If the above conditions are met, then the technician can clock in and out of the timesheet code and an event appears on the Dispatch Board for that time.
Note: Technicians can't non-job events for themselves in ServiceTitan Mobile.
Can technicians write notes about what they are doing during non-job events?
Currently, ServiceTitan does not have a feature for technicians to note their activities during non-job events. However, technicians can communicate with dispatch to have a note added on the Dispatch Board. Here's how:
Communicate with dispatch: Technicians should inform the dispatch team about their activities.
Dispatch adds a note: The dispatch team can click the non-job event on the Dispatch Board and then select Edit Event to add a note detailing the technician's activities.