Open the customer or location record, then click edit or view more from the contacts section Get answers to all your servicetitan faqs questions in the servicetitan knowledge base. On the all contacts screen that opens, click + associate contact.
Luv Coco
Search for and open any customer or location record
Go to the customer details menu on the right and look for the contacts section
In the contacts section, click edit If there are more than three contacts associated with the record, you can also click view more contacts. Use contact hub to view and manage all your active and inactive contact records in one place You can also create new contacts without needing to create a new customer record.
Find servicetitan help articles, best practices on how to set up your servicetitan account, and answers to your workflow questions. View customer contact information by tapping contact details These are all of the buttons available when you tap closeout You may not see all of these options at all times
For example, if you do not have permission to schedule or request additional appointments that option will not appear
When will i use this? Servicetitan customer and location records faq Find answers to frequently asked questions for servicetitan customer and location records faq in the servicetitan knowledge base. In this video you will learn how to manage your customers within service titan software for your business
This is a part 2 video that shows how to add, and.
