Posts

Converting Estimates, Picklist, Sold Jobs to transfers

Hey everyone,I'm looking for advice on a more efficient way to transfer sold job templates to transfer templates in ServiceTitan. Our current process involves marking all materials as sold and booking them to a job when a job estimate template is use...

Skipped Purchase Order Numbers

I have had to search in ST for some of my purchase order numbers to track them down. On some, I get a message saying "Not Found" meaning they aren't in ST although they should be. A co-worker was told that some of our numbers are getting skipped. How...

NordicTMC by New Contributor
  • 145 Views
  • 0 replies
  • 0 kudos

Entering Back Order Items onto same PO number

Our company is new to Service Titan, and I am having some issues entering back ordered items on purchase orders. To my knowledge, once I save & export a purchase order, I cannot go back & add another invoice to that same purchase order. Does anyone e...

NordicTMC by New Contributor
  • 252 Views
  • 2 replies
  • 1 kudos

Replenishment

Good afternoon All,Is there a way to delete or remove replenishment in the inventory module other than changing any/all Mins/Max's to zero? I have done this however I'm still showing Replenishment for both Trucks and Warehouse. Thanks in advance

Resolved! Tech Inventory

Good Afternoon All,May have been asked before so apologies up front. When a material is placed on an Estimate and eventually turned into a job once the job is completed should the material not drop from its inventory location? I have jobs that are co...

Tracking Equipment for Installs

Hey All,Does anyone have any way to run a report for equipment that is ordered/staged for jobs but not actually installed yet? Looking for a way to see just what equipment is pending. Thanks!

aricci92 by ServiceTitan Certified Administrator
  • 354 Views
  • 2 replies
  • 0 kudos

Multiple Warehouse on the Same Purchase Order

Some items go to main warehouse and some go to equipment warehouse but the vendor billed them all on one invoice. There only solution is to make a transfer. a multiple step problem that could be solved with one. there needs to be a drop down next to ...

koristah by New Contributor
  • 661 Views
  • 3 replies
  • 2 kudos

Job Information on PO

Please vote for my idea. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-7064We would love to have the job information show up on the PO somewhere so we don't have to type out all the information on the PO.

JaclynR23 by New Contributor III
  • 406 Views
  • 0 replies
  • 1 kudos

Duplicate Items on PO

Does anybody know if there is a way for the system to indicate if duplicate items are accidentally entered on a PO? Looking for some kind of flag that would say that the same item has already been added.

VNH by New Contributor
  • 333 Views
  • 1 replies
  • 1 kudos

Resolved! Technician Tablet

Good Morning,Do the Techs have the ability to edit pricing of materials and also add any taxes on their tablets when they do a supply run? I know on the warehouse side we have the ability to edit all of that, but should the Techs not have that also w...