Project Billing for Materials Stored

michelew1
New Contributor II

Does anyone know how to set up a project so that we can bill for materials purchased prior to starting the job?  With the HVAC equipment market as it is we are ordering equipment before we even start rough in on a project.  We want to bill for this equipment in the first billing.

 

2 REPLIES 2

jarrettd
New Contributor III

did you ever figure something out?

baraica
Community Moderator
Community Moderator

Hello Michele, 

When the customer signed the estimate, did you have the equipment and materials on the estimate at the time of signing? And is there financing or any payment plans involved?

Engagement Manager
ServiceTitan Community Team