Project Tracking

Resolved! Back charge suppliers

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...

Resolved! Looking to create a live spreadsheet through google sheets

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 ...

Where to Find Recorded Webinars? - Project Tracking

Hi all,I was signed up for the April 29th "Project Tracking Setup" webinar and as it goes (for a Monday of course) I had the webinar playing but couldn't pay one bit of attention to it! I seem to remember it was being recorded..Sooo does anyone know ...

Tracking each tech’s arrival time with respect to the arrival window.

Currently, servicetitan only marks an appointment as on-time or not based on the first technician that arrives. But if two technicians are going (or a tech and a helper) then the second person to arrive isnt tracked towards their KPI. It would be nic...

Credit Card Purchases for Project Jobs

What is the best practice for correlating credit card purchases for specific Jobs? We purchase materials and permits via Credit Card and need to tie them to the job we purchased them for. Any incite would be great!

Overall Project Business Unit

We assign an overall business unit to a project such as Commercial New Construction. Within that project there will be jobs performed by different business units, i.e. Service business unit will do the start-up of the system. When assigning an overal...

Project Purchasing

What process does everyone use to purchase within projects? Here is what we have tried and failed to work or we are making it work. In projects - in the purchasing tab if you just select "Add purchase order"When the PO is received the items are expen...

Projects tab sticky

When opening the Projects tab, we have to select a date range every time before anything is shown. Once our view appears, we can make changes, save views, and set the default, but we've still got to select the date range every time we open the Projec...

Tracking leads not yet scheduled

Is there a way to enter and track leads turned over by service techs for potential equipment replacement ( we don't have selling techs and we utilize comfort specialists )? In some cases the client doesn't want us right away due to their schedule, et...

Editing Serial #'s in a customer file when the job has been exported

Hello all,I recently have activated serialization for some of our equipment. Since I've done so, I made an error entering a serial #. The job has since been closed and exported, I want to go back and correct the serial # in the customer's file but be...

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Posts

Resolved! Back charge suppliers

Resolved! Looking to create a live spreadsheet through google sheets

Where to Find Recorded Webinars? - Project Tracking

Tracking each tech’s arrival time with respect to the arrival window.

Credit Card Purchases for Project Jobs

Overall Project Business Unit

Project Purchasing

Projects tab sticky

Tracking leads not yet scheduled

Editing Serial #'s in a customer file when the job has been exported

Turn Off Ability to Book a Job from a Sold Estimat...

Material Requests for Construction Projects

service location labels

Project page technicians - ADD date & job that hou...

Bill to GC instead of Customer

Looking to create a live spreadsheet through googl...

Back charge suppliers

Project Portfolio Improvements

Exporting Bills to Quickbooks Online (QBO)

INVENTORY PARTS GOING INTO HOLD STATUS ON JOBS AND...