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Does anyone else out there struggle with copying equipment, we are an HVAC company, from one home owner (previous owner) to the next owner (current owner)?

I have contacted Live Chat regarding equipment and was recommended to post the topic here. Does anyone else out there struggle with copying equipment, we are an HVAC company, from one home owner (previous owner) to the next owner (current owner)? We ...

Is there any way we can auto generate purchase order what's in the material section in estimate? Currently, I am having to manually copy and paste all materials listed in estimate in order to create purchase order and it is time consuming. Thanks

Why are estimate numbers not displayed on the customer screen? If I have a customer who approves one of several quotes, there is no way for me to really know by the estimate number they see on their printed copy.

Why does Service Titan limit usernames to a single occurrence across all customers?

I cannot add a technician using our standard procedure because another company already has a technician with his name and all acceptable variations of his username have been taken. I now have to make up another format for when our traditional format ...

The New Batching Process is HORRID!!!!

PLEASE PLEASE PLEASE CHANGE IT BACK to where the DROP DOWN LIST actually SHOWS the PENDING BATCHES!!! The fact that I have to open a completely different screen has made batching SO TIME CONSUMING, and SO CONFUSING!! I shouldn't have to open a comple...

How to apply the payment from Service Finance and how to handle the Finance fee

The New Batching Process is HORRID!!!!

I wish there was a feature that a PO could be tied to multiple jobs. For example, if a tech has 4 jobs on his schedule, he can go to the supply house and purchase all the parts he thinks he will need for those four jobs in one trip.

This happens frequently for us. If you enter the invoice from the supply house as a PO, you can only attached it to one job. There should be a way to allocate how much of the invoice pertains to each job.

How do we handle PO's that the technician needs to be reimbursed on. Is there an option to export to QB to show that the bill is for the employee to be reimbursed?

Why are my sales not being Calculated correctly on the Dashboard???? I have sold a lot more $$$$ worth of jobs than what the Dashboard shows. I have had my HR department working with Service Titan on this to no avail. I am becoming very frustrated. FIX IT