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Resolved! Partial Billing aka Bill for material

Does anyone know how to do this? We create one estimate for the full installation (labor, materials, equipment).We obtain approval and book it as one jobWe order equipment on PO’s attached to the jobWe receive PO’sCustomer isn’t ready for installatio...

jarrettd by New Contributor III
  • 2669 Views
  • 3 replies
  • 0 kudos

PDF Form Smart Fields - Discounts and Rebates

Has anyone figured out a way to add a smart field to a PDF form (that's uploaded, not a ST form), that will pull the total discounts/rebates for an estimate that we can include on the contract? These are standard ST fields, so seems like this should ...

swilliams by New Contributor
  • 1052 Views
  • 1 replies
  • 0 kudos

Resolved! DEACTIVATE JOBS

ANYONE KNOW IF YOU CAN DEACTIVATE A BUNCH OF JOBS AT ONE TIME? 

Office by New Contributor II
  • 3603 Views
  • 7 replies
  • 1 kudos

Hide Prev. Technicians Name

Hey guys! Sometimes I deal with petty technicians who love to make the life of a dispatcher a little difficult. As much as we would all like guys just to go out and service the client without questions/pushback, well we don't live in that perfect wor...

Ashley101 by New Contributor II
  • 2482 Views
  • 5 replies
  • 0 kudos

Resolved! Appointments

Is there a way to add requirements to an appointment outside of a form for the "job". If they are on an install before they close that days appointment out they are prompted to put daily notes in or check specific items during the install for quality...

acaroluzzi by ServiceTitan Certified Administrator
  • 2153 Views
  • 2 replies
  • 1 kudos

Various Job Types on Single Appointment

What are your best practices for tracking Job Types with various different types of services performed on the same appointment? For example, a customer calls in and they have two separate issues; 1) Garbage Disposal Installation and 2) Toilet Repair....

sanapol by New Contributor
  • 2106 Views
  • 3 replies
  • 1 kudos

Resolved! Open Call Report?

How can I see all open calls that have not been "completed", I need to be able to see any calls sitting out there in ST either as "Open", "Scheduled", "Paused" etc. Using the options below the dispatch board is not showing prior days jobs unless you ...

gamorosano by New Contributor II
  • 1994 Views
  • 2 replies
  • 1 kudos

Invoicing

We are new to ST and I created an estimate and the homeowner accepted it, however I didn't book the job from there. Job is complete and I need to send the invoice but the invoice is blank. I did a chat this morning with customer service and was told ...