Projects
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?
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...
it would be helpful to add the date & which job is associated to the hours under project/technician
*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 ...
Subject | Author | Posted |
---|---|---|
08-29-2024 10:32 AM | ||
06-27-2024 01:35 PM | ||
06-19-2024 10:55 AM | ||
07-27-2023 08:49 AM | ||
12-06-2022 07:18 AM |