Project Tracking

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Project Billing for Materials Stored

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 equ...

michelew1 by New Contributor II
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  • 2 replies
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New Construction Estimates - Suggestions Welcome

Does anyone have any suggestions or ideas to share of how one could reduce the amount of time it takes to create on estimate for new construction jobs? We currently use estimate templates/proposal templates for our change out jobs, but I am unable to...

ECSoffice1 by ServiceTitan Certified Administrator
  • 2061 Views
  • 2 replies
  • 1 kudos

QBO - Deposit WorkFlow

Currently, we are doing the deposit on future work and the create an adjustment invoice to collect that payment to make it work on QBO. This is a problem for many as I see it on the ServiceTitan Mastermind group on Facebook. I am wondering if this is...

chimcare by New Contributor II
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  • 3 replies
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Suggestion: Creating projects based on customer

Hey all, wanted to put forward a suggestion about changing how projects are structured in ST. Right now, you can only create one for jobs at a particular location. What I'd like to see is a way to create a project based around a particular customer, ...

bdanielson by ServiceTitan Certified Administrator
  • 2689 Views
  • 3 replies
  • 3 kudos

Resolved! Mobile Returns

With the new update for Returns are technicians in the field able to create returns as they would Purchase Orders?

KennedyHR by New Contributor
  • 2294 Views
  • 1 replies
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Project Progress Billing = NON-JOB Revenue? Say what???

So If you have gotten into the Project Progress Billing then you have found out that you no longer have the Money (revenue) on the Job's invoice and when you look at your Dashboard it puts it as "non-job revenue". This is technically not true because...

furnacem by New Contributor II
  • 1862 Views
  • 0 replies
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Resolved! Exporting a PO to PDF

Hello, When we are exporting an inventory PO to PDF, it is putting the items in an order different than how it was created in ST. Has anyone else ran into this and if so how do you combat it? Thanks

jrohrs by ServiceTitan Certified Administrator
  • 3300 Views
  • 3 replies
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Resolved! Purchase Order Update

While there were many great things that came in the last update, there is a new issue with how PO's are printing off. With the new update, the PO numbers in the top left corner are printing nearly impossible to read, is there anything that can be don...

dahlbyw by New Contributor II
  • 7539 Views
  • 11 replies
  • 2 kudos
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