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Resolved! REBATES

Question: We have a few rebates that are given to customers up front. Once we submit for the rebate, it is credited to us as a credit memo that can be used towards the open balance with the vendor. Has anyone figured out a workflow on the billing of ...

debra_pa by New Contributor
  • 4222 Views
  • 5 replies
  • 1 kudos

Resolved! Emailed items

Is there a way to see which items were emailed to the customer along with the invoice eg: warranty registrations, rebates etc

Helen by New Contributor
  • 2310 Views
  • 2 replies
  • 1 kudos

Suggestion: Connecting Technician/Office Messages to Jobs

So I know right now from the Dispatch board you can send a message to a technician and tie it to their current job,. However, sometimes we are sending them messages throughout the day about a job they have already completed, maybe from earlier in the...

ECSoffice1 by ServiceTitan Certified Administrator
  • 3353 Views
  • 3 replies
  • 2 kudos

Resolved! Unmanaging a Technician

What steps need to be taken in order to Deactivate or move a Tech to Unmanaged? I am trying to Deactivate a Tech but I am getting - Error: Cannot deactivate technician as it conflicts with managed-technician rules. I am not sure where to go in order ...

Balex by New Contributor
  • 4089 Views
  • 4 replies
  • 0 kudos

What have you learned from EmberSessions?

Hey everyone! I wanted to post about some learnings we've had internally from doing EmberSessions, and I would love to hear what y'all have learned as well! 1. A lot of folks don't know about a lot of resources that are available. A couple big call o...

ssadeghi
by Contributor
  • 6698 Views
  • 8 replies
  • 7 kudos

Average Repair Invoice (too low)

So, for the last few weeks we have been talking about lead generation, marketing and several other areas in the equipment sales arena. Let's switch gears this week and talk about technician performance. It does not matter what trade you are in these ...

wpowers11
by Valued Contributor
  • 2363 Views
  • 1 replies
  • 2 kudos

Workflow: Moving Locations Around in ST 🏡

Have you ever wondered how to handle your customer & location records when customers move and/or sell properties to each other? Or the best way to organize customer/location notes? I created a Loom of the workflow I have found most helpful, and have ...

BrittanyB
by Contributor III
  • 4175 Views
  • 4 replies
  • 2 kudos

Resolved! ST-61 update

Hi there! Our account is not yet updated with the ST -61 features. How do we get it updated?

lendy30 by New Contributor
  • 2526 Views
  • 2 replies
  • 0 kudos