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 ...
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!
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...
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...
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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...
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.
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...
An Idea that I had due to difficulties I am having. "When creating a PO, I select the vendor in which the items are being ordered to. When selecting the items, by searching part numbers, that works great. But when selecting items with a more ambiguou...
We offer a 10% discount to seniors, military and first responders off of their labor charges only for a call. I have watched videos but can not figure out how to just apply the discount to labor. It is in Pricebook as a discount but when chosen by th...
