PRICING ON TABLETS
I would really like our techs to be able to have access to pricing on their tablets out in the field without having to create an invoice. Many times folks just want a quick idea of costs.........
Posts
Resolved! Assigning Pricebook Categories to Specific Technicians
I think it would be very beneficial if we had the option to assign Technicians to specific categories in the Pricebook without having to conform to just Business Units as some of our Technicians are hybrids that fall under multiple Business Units. Ha...
Uploading Material Lists - Suggestions on Building a Working Material List
Hello everyone, Our team is in the process of onboarding ST and will be live in the next month or so, and we're currently trying to tackle setting up our material list. We'd love to be able to create accurate estimates for large-scale projects, link ...
Follow this link, vote for all these ideas. Please?
https://ideas.community.servicetitan.com/ideas/search?query=pricebook+audit+trail I need an audit trail for pricebook changes and most of these ideas cover that. Go vote for all of them!
Update equipment imported from Catalogs
Hey All, Trying to edit items from the catalog to more up to date models. I could import the new equipment from the catalog but my services (3,000 of them or so) already have the old equipment. My issue is that I cannot edit the Model # Section of th...
Bulk editing pricebook
When we bulk edit the pricebook for any reason, there should be a time stamp to be able to put said editing into effect. For example - I want to raise my services prices by 5% (for cost of living increase). I should be able to set a date and time for...
Get the latest INDUSTRY TRENDS and more in tomorrow's Benchmark Report WEBINAR - 3/2 at 10am PT
Join us live tomorrow, Thursday, March 2 at 10am and learn all about Economic trends that contractors are facing in 2023 The latest Benchmark Report which shows you how your business compares to others similar to yours Action steps you can take based...
Equipment Variants Option in the Pricebook
Something I think needs to be implemented into ST pricebook is variants in equipment. For example picking equipment, and then having option A or B popping up to choose from. ie. HVAC full system > open options for "gas" or "electric" ie. HVAC Evapora...
Property Management Special Pricing
We deal with large property management companies and they have a special pricing (hourly labor) and I am trying to figure out a way to configure my Pricebook without having to duplicate it entirely and a dynamic pricing rule for them.
Resolved! Pricebook Issue: Save button
As of today 1/18/23 - When trying to save a new Service Item or Edit a current item, the Save button no longer works. The only way I am currently able to edit an item is to put the list into "Edit mode" and then can only edit the items in the availab...
