Use alerts to monitor activity

Alerts are critical to a lot of companies to protect them while they are working remotely. The standard ServiceTitan functionality allows you to automatically send a text message or email when certain parameters are met. Lee’s Air in Fresno, California uses these alerts to automatically send an email when a warranty form is filled out. Since they have ServiceTitan set up to force the warranty form to be filled out on every warranty job type, they know it will be filled out and they’ll get an email alert when it is completed. This allows them to make sure that warranty parts are being tracked and that credits are being given from the supplier. A step by step guide to setting up alerts can be found here.

Go to Chapter 9: Work from home