Dispatch Board, Like to put something on the board to highlight opening on the dispatch board,
The more techs we get, the harder is to see if there is a hole in the dispatch board. is there a way to highlight a empty spot on a tech schedule.
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Permit and Inspection section
Suggestion: We are looking to see if we can add a section to a job. We would like to add permit numbers and inspection results plus dates for jobs completed. We would, of course, have to have the option to add more than one due to the many different ...
backdating a completion date.
We are reconciling some jobs from the switch over, is there a way to create a job, assign a tech and complete the job (without it using today's date as the completed on date) I would like to have the completed on date for the jobs on the day reflecti...
Resolved! Labor Burden Calc Question
Hello! We are calculating an expensive labor burden rate +$100 so we don't think we calculating it correctly. We followed the Service Titan Knowledge Base article on how to calculate it. What is everyone's else burden rate looking like?What costs did...
Resolved! Attaching equipment to tasks
Perhaps when reviewing services in the price book, there's a check box for "equipment service", and then when someone adds that task/service to the invoice or estimate, it will pull up the list of equipment to choose for which that task is performed....
Cancellation Report
I was working with a live chat agent to find an easy way to view all cancelled and rescheduled appointments. Going through every day and every job to back track is tedious and time consuming. A report that shows all cancelled and/or rescheduled appoi...
Changing PO numbers / Assigning previous PO to Job
Hello!Is there a way to change the purchase order number after its created to assign it to a job? For example, We created a PO for an air handler that's on backorder to have it ready when we need it for a job. Once it comes in we have a job number in...
How best to structure the Pricebook for HVAC install
New to ST and trying to wrap my head around how to structure the pricebook for HVAC Install projects. My main goals are to have material costs, equipment costs and sold labor hours included for reporting purposes. My problem is how to structure the p...
Additional Price Book Fields for Equipment
There are a few pieces of data that would be nice to have a dedicated field for on equipment:"Ton(s)" : How many tons a cooling unit is rated for, for example"BTU": BTU rating for heating equipment. You already have "SEER" for cooling."Stages": Selec...
Sending job confirmation template
Hello service Titan Community,I have a situation that is reoccurring in my office in an effort to be as efficient as possible. We are in the garage door business and we make tentative appointments for customers and THEN ask them to confirm the date a...
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 12-31-2024 08:19 AM | ||
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM |
