Team -  When I set up our Pricebook, I tried looking ahead to inventory. Because of the nature of garage doors being a combination of many parts, I worked under the premise that you have to inventory all of the parts that make up a door, not the whole door itself, to have a meaningful count. The result was a Pricebook in which full garage doors were Equipment and all of the component parts were linked Materials. The perceived benefits of this were that we could accurately track inventory with linked Materials, but that we'd put Equipment on Estimates and Invoices so that we don't have to manually add the Materials to each installation job. But this has a number of problems:  The Pricebook is huge (like, tens of thousands). The biggest drawback of that is decreased performance/speed in ST. It simply struggles with that many items in certain use cases. Example: one piece of equipment is "16x7 LI1000 TW SP" (LI1000 = Door Model; TW = True White; SP = Short Panel). Linked to the "16x7 LI1000 TW SP" are the materials: INT panels, BTM panel, track, hardware box, springs, tube, strut, stop mold, etc. We have 20,000+ doors as Equipment for different models, colors, panel styles, windows, insulation values, etc.  Of course, this also makes it more difficult to find certain items and easier to choose the wrong item. Job Margin numbers within the UI are incorrect and way off because it double counts my costs (once for Equipment and once for Materials). I can download Margin reports and fix that there, but it ruins the UI's helpfulness.  I hear folks in here advise to "simplify" the Pricebook. However, one of my assumptions has to give in order to do that. It sounds like this isn't how other folks do their inventory, but then I'm not sure how that's an effective inventory count.  One idea is to stop using Equipment and start using Services w/ linked Materials to track inventory parts. For ex, the Service "16x7 Non-Insulated White Short Panel Installation" (for lack of better name right now), and then all of the panels, springs, etc. would be linked. This solves the double costing problem but not the Pricebook size problem, so I'm not sure which way to go and hoping for some guidance. Thanks for reading a lengthy post and thanks for any guidance.  - Jared @AdamCronenberg @stashleyk @jeisenman     ... View more

Doe anyone have ideas about selling estimates on POS?  For example, we are primarily a service and install company, but we do have a number of sub-dealers who buy doors over-the-counter from us.  Typically they get an estimate from us.  Then, when their customer approves it, they order the door.  The only way i can figure out how to process the estimate is to turn it into a "job" and then click "dispatch" "arrive" and "complete" in order invoice it.  Is there a simpler way to crank out Furnish-only jobs? ... View more

I usually go straight to facebook service titan masterminds group but Id like to come here more often to contribute. I wish the format was a little better structured. If I click on "see more" then click on a result and then use my back button in the browser, the more results go away and I have to do it again to get down the list.  Anyhow Ill come back more often to check and of course post here when I need some feedback. Thanks for creating the Garage Door Titans group and hope to see more in 2024. ... View more

I am at a stand still currently while I rack my brain trying to figure out how to enter doors into my price book.  I know the door model goes under equiptment and the installation is considered a service but do I have to enter every door size/color/option/etc. or is there some sort of drop down menu that would make this easier? ... View more

Hello Garage Door Titans!  As this group continues to grow and evolve I want to make sure that we stay centered on information that would be valuable to you and your business.  Some of the topics we plan on covering in the future include job costing, training resources, payroll, and purchasing. What other topics would you like to see? Thank you in advance for your feedback and ideas. You are an integral part of this group.      ... View more