Posts

Editing Services - Item Descriptions

Hello, I've edited the layout of item descriptions within 'Services' multiple times (just to cut down on editing time when it comes to putting the actual invoices together), but every couple of days or so, the layout reverts to what it was before I e...

hannahle by New Contributor
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  • 2 replies
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Discounts - Installation Tasks

We have multiple discounts set up in the discounts and fees section; however, it is not working on certain tasks. I have confirmed that the Allow Discount Codes is checked. Any ideas or thoughts on how to get this working. It works GREAT for all of m...

Visible pricebook anytime

I had an idea that I added to the ideas section and I'm just hoping to get some votes to move it forward. However, maybe my techs are the only ones running into this issue. When we run a call, after hours for example, we can not provide the customer ...

JeremyC85 by New Contributor
  • 537 Views
  • 2 replies
  • 1 kudos

Resolved! Hide certain items in the Pricebook from Technicians

We have certain items (Services) set up in our Pricebook that are only used for one large customer in particular. The invoicing for this customer is all done on the Office/Admin side once the Technician has completed the job. However, sometimes the T...

ajester by New Contributor
  • 960 Views
  • 2 replies
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Price Builder: Gross Margin and Markup

Client Specific Pricing and Dynamic Pricing use different markup methods. This is confusing. We built dynamic prices using the default option for Gross Margin (which has always been our preferred method). In Client Specific Pricing that option is not...

BDJ by New Contributor III
  • 722 Views
  • 3 replies
  • 1 kudos

Whats the difference? Material, Equipment, Service

Ok, so I joined a company who has been using service titan for a while now and have been trying to learn all I can. Recently I was tasked with getting the company setup in the inventory module. This company has been running for years using service ti...

KellyB by New Contributor III
  • 1530 Views
  • 6 replies
  • 4 kudos

Dynamic Pricing - Doesn't work on Equipment

Why doesn't dynamic pricing work on equipment. Dynamic Pricing uses the categories that the equipment are in and there is an equipment mark up section in Dynamic pricing. This does not make sense.Secondly, how are we to mark up equipment? Where does ...

BDJ by New Contributor III
  • 1328 Views
  • 6 replies
  • 1 kudos

“Automatically replenish this item as it is used on invoices”

Is it possible to have the system default to uncheck the box “Automatically replenish this item as it is used on invoices” when adding materials to the Pricebook?We are not using this feature at the moment and it is creating requisitions every time a...

Ben-NES by New Contributor II
  • 649 Views
  • 2 replies
  • 0 kudos
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