Printing Material List From Invoice & Transfer

New Contributor II

It would be a great feature if when viewing the invoice on a job we could print the material list right from the invoice in the same grid like excel layout. Not printing the entire invoice page.  Our Pull Sheet report seems to leave items off because of the pricebook designation of department - but the invoices are correct with the items. 

It would also be nice to be able to Transfer the items -from the invoice - I know warehouse can be selected but being able to actually transfer the items rather than just select the location. 

HVAC Company - lots of parts and services on invoice. 


New Contributor II

I would create a report for invoice items, filtered by the day(s) you want to pull for, filter to materials/equipment, or just inventory items if that's what you're looking for.


Otherwise you could look into using requisitions.

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I feel your pain, we are also HVAC and we print the invoice for pullsheets, it would be nice to have the location name, address, materials, equipment and quantities only not all the unneeded information! You should post this in "Ideas"

Randi Thompson
Bill Joplin's Air Conditioning & Heating