Practical steps
Use this as a working checklist. The advice is useful on its own; MyTitan is introduced only where the workflow naturally benefits from being connected.
Step 1
Capture enough detail at enquiry
The first record should include the customer, the requested work, the likely location or visit context and any urgency that affects scheduling.
- Record the customer once
- Capture the reason for the job
- Note required dates, access details and constraints
Step 2
Schedule with ownership
A job needs an owner, a visible status and a realistic slot. Calendar visibility is strongest when it stays connected to the work record.
- Assign the job or responsible team
- Record the planned time
- Make changes visible to office and field users
Step 3
Complete with proof and follow-up
Completion is not just finishing the work. It includes evidence, customer-safe output, invoice state and the next commercial action.
- Attach proof to the job
- Record completion status
- Start invoice or payment follow-up from the same record