04-17-2024 01:02 PM
We ship a lot of parts to customers that have multiple locations.
We have been using the POS system but it does not let us add a PO# or ship to location.
Putting it in the job summary just looks incredibly unprofessional.
How are you guys doing it?
04-17-2024 02:14 PM
You also might want to check out the newest configurable billing features, some of these might help structure your invoices in a more manageable way.
https://help.servicetitan.com/how-to/add-multiple-invoices-to-a-project-for-single-invoice-view
https://help.servicetitan.com/how-to/understand-multi-party-billing
https://help.servicetitan.com/how-to/understand-property-management-billing
04-17-2024 01:51 PM
We have a job type that is Counter Parts, if we need a PO or anything serialized added to a POS invoice we book a job and complete it on a dummy tech.
05-21-2024 06:05 AM
Hi Randi! My name is Randi, also! Can you tell me more about your “dummy tech?” We need to do this also. Thank you!
05-21-2024 11:27 AM
lol nice to meet you!! We have an additional managed tech that we literally named Dummy Tech (don't accidently send a dispatch notification 🤣) I'm pretty sure there is a role for dummy tech too. We have it at the bottom of our service team on the dispatch board so it allows an extra slot to drop calls we are moving around and allows us to complete "dummy jobs"