Pricebook Services

Asantos1tp
New Contributor II

If I add material to a service, for example, during a toilet installation the tech can use a 2 in. flapper or a 3 in. flapper. If I add both those materials in the service. Can the tech mark which one he used and remove the other?

 

1 ACCEPTED SOLUTION

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Great question, @Asantos1tp -- when you link materials + equipment to services techs will have the ability to hit the (+) or (-) to determine quantity but, they cannot delete or remove any materials that is linked to a service task. Be mindful of this when you begin linking, some materials make more sense to add as used!

- Sheena @ NIFT

Sheena @ NiFT

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3 REPLIES 3

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Great question, @Asantos1tp -- when you link materials + equipment to services techs will have the ability to hit the (+) or (-) to determine quantity but, they cannot delete or remove any materials that is linked to a service task. Be mindful of this when you begin linking, some materials make more sense to add as used!

- Sheena @ NIFT

Sheena @ NiFT

Thank you Sheena!

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

You're welcome, @Asantos1tp!

Sheena @ NiFT