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Ongoing Jobs

When we have an Install, which takes some time to complete and the customer makes an initial deposit, because the job is not "Completed," the deposit becomes a negative balance. First of all, I can't stand the negative balance, because it just doesn'...

Combining Sold Jobs into Existing Job

I'm having trouble finding what ST considers the "trigger" to allow estimates to be added to existing jobs, versus only being able to be booked as New Jobs.We have a department that sometimes has to go back and sell new estimates on a job contingent ...

robert18 by • New Contributor II
  • 3689 Views
  • 5 replies
  • 1 kudos

Tagging based on form answers

I need jobs to be tagged based on answers to questions on forms. I found two separate ideas for this- please go vote for these!!COMMUNITY-I-1050COMMUNITY-I-1681

JessicaSmith by • ServiceTitan Certified Administrator
  • 2301 Views
  • 3 replies
  • 6 kudos

Resolved! Copy an estimate into a new job

It would be nice to copy an estimate, as an estimate, from a completed/exported job into a new job. Example: a customer now wants to go ahead with a job from discussions several months ago. From the past discussion they want to make only a few change...

Resolved! Membership Recurring Service Time Frame

We are trying to find out if we can set a maintenance membership so therecurring service is set to a certain time frame. Some customers have moreequipment than others so it takes longer to complete their maintenancevisit for a membership. We would li...

dyan_the by • New Contributor II
  • 1827 Views
  • 1 replies
  • 0 kudos

Discounts To Services

Has anyone found a way to apply a Discount to a Service and NOT to materials at the invoice stage of a job?

d1nonly10 by • New Contributor III
  • 2314 Views
  • 2 replies
  • 1 kudos

Eliminate an extra step in job booking

Whenever we create a job, in order to add a price and the description of the job, we need to add a task in the invoice. I believe that this is an unnecessary extra step and we can do all that while creating a job itself.

Jason by • New Contributor
  • 1808 Views
  • 2 replies
  • 0 kudos

Completed Recurring Service Event Showing "Not Attempted"

Frequently, completed Recurring Service Events are showing as "not attempted" once a job is done. The job has been scheduled from the recurring service event and properly completed. Why would this happen? Does it show "not completed" if something was...

vtadros9 by • New Contributor II
  • 3191 Views
  • 3 replies
  • 0 kudos

Updating equipment history

Hey all, not sure if this is the right section, but I've been trying to figure out how to go about updating equipment history on the office side of things. We have a few large commercial customers and we're wanting to track the intervals of time betw...

bdanielson by • ServiceTitan Certified Administrator
  • 6462 Views
  • 9 replies
  • 1 kudos
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