What are the benefits of creating a project vs not creating a
project?Does a project get created automatically when an estimate is
sold? Or is it automatically created when the estimate gets attached to
a job?
Has anyone found a good process for their install leads requesting
material on a project? Our guys run construction projects that can last
for months. We create one job with multiple appointments. We would like
them to start requesting miscellaneous ...
Good Morning,I have a quick and probably easy question... Can we add
expenses to a project without creating a PO? There is a lot of times
that we don't know about an expense until the bill arrives. I just need
to know if we can add a bill without cre...
We have a large project where we created multiple estimates for the
customer, all the estimates combined equal the total project contract.
When trying to create the AIA it wants to make the first estimate of the
total contract, and all additional "ch...
at our location when we get parts in we label them and put them in our
warehouse. sometimes we are hand writing 6-10 labels for the same
customers when we have installs. I am purchasing a thermal label printer
so that I can create duplicates a lot fa...
*Edit* Can a moderator please move this into the ideas tab? First off I
just want to say I love the direction ST is going with the Project
Portfolio tab and the latest update with bulk editing is so helpful! We
had over 4k projects that dated all the...
Looking for a work around for the following issue:I come across many
purchase orders that need to be attached to a project or an exported
job.Because of our workload and distribution of duties, often the people
who place orders and create PO's do not...
Working within projects, some of our installed equipment has long
lead-teams with tight install schedules. If there is an issue or damage
to the product, with the suppliers' approval, we proceed with the
install with the intent to return and swap out...
Hello, I am looking to create a live google sheets doc with information
from service titan. Has anyone successfully done this? if so can you
inform me how you did it? I have tried copy and pasting the URL from
Service Titan But the data does not. Is ...
