How to Book a Plumbing Service Call in ServiceTitan

Step-by-step guide on creating a new service location and booking a plumbing service call in ServiceTitan for Liberty Tire Forest Park, including adding contacts, selecting job type, and managing job details.

July 29, 2025 By Nathalie

In this guide, we'll learn how to create a new service location and book a plumbing service call in ServiceTitan. This process includes searching for a customer, adding a new location, entering contact details, and scheduling a job for a water heater leak diagnosis. We will also cover how to record the job number for project management.

Let's get started

Open ServiceTitan. Select the Calls screen. Then, search for the service location.

Step #1: Click on "Calls" — Click on "Calls"

Step #2: Search for Service Location — Search for Service Location

After searching, we see the location is not listed. Select the customer and create a new location.

Step #3: Click on "Liberty Tire Recycling" — Click on "Liberty Tire Recycling"

Step #4: Click on "OK" — Click on "OK"

Step #5: Click on "Actions ✓" — Click on "Actions ✓"

Step #6: Click on "Add Location" — Click on "Add Location"

Step #7: Create Location Name — Create Location Name

After entering the city, return to the address and select the GPS-verified coordinates.

Step #8: Add Service Location — Add Service Location

At this point, you can add any contacts specific to this location.

Step #9: Click on "+ Associate Contact" — Click on "+ Associate Contact"

We will add the contact and create the location.

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Type "wisbell@libertyytire.com"

Step #11: Click on "Create Location" — Click on "Create Location"

Once we have created the location, we will search again. The location should now appear.

Step #12: Click here — Click here

Step #13: Click on "✓" — Click on "✓"

Select that option, then choose Book Job.

Step #14: Click on "Liberty Tire Forest Park 15 Royal Drive" — Click on "Liberty Tire Forest Park 15 Royal Drive"

Step #15: Click on "OK" — Click on "OK"

Step #16: Click on "Book Job" — Click on "Book Job"

For the job type, always select Plumbing Service Call.

Step #17: Click here — Click here

Step #18: Click on "Plumbing Service Call" — Click on "Plumbing Service Call"

Step #19: Click here — Click here

In this case, the marketing campaign targets an existing customer.

Step #20: Click on ".Existing Customer" — Click on ".Existing Customer"

You can use today’s date as the start date.

Step #21: Click here — Click here

Step #22:

The arrival window is always from 8:00 AM to 5:00 PM.

Step #23: Click here — Click here

Step #24: Click on "8:00 am - 5:00 pm" — Click on "8:00 am - 5:00 pm"

For these fields, enter "not applicable." In the summary, provide a description of what we are doing.

Step #25: Click here — Click here

Step #26: Click here — Click here

We are diagnosing a water heater leak. Next, we will book the job.

Step #27: Click on "Book job" — Click on "Book job"

Next, take this job number and write it on the physical service call ticket for the project manager.

Add Service Call information to Billing Report. Create Label & Physical Folder.