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
Decide what belongs on the customer record
Customer records should hold durable information: contact details, preferences, trade-account context, past work and important notes.
- Separate customer facts from job-only notes
- Keep billing contacts clear
- Avoid storing sensitive details without a reason
Step 2
Connect work history
A useful customer record shows the work relationship over time, not just a name and phone number.
- Link jobs and quotes to the customer
- Keep approvals and portal access nearby
- Make repeat work easy to find
Step 3
Maintain quality
Customer data gets worse when duplicate records are easy to create and hard to reconcile.
- Search before creating
- Use consistent naming
- Review duplicates during quiet admin periods