Posts

Retainage Changes

We've run into a problem in Service Titan with not being able to change the retainage amount once the first billing cycle has started. In many large construction contracts, the general contractor will state that the 10% retainage will drop to 5% afte...

Invoicing

Hello -we had our service team do some backflow testing on one of our new construction projects, so they created a job and invoice under the project. We do not want to bill this as a separate invoice, instead, we would like to bill it as part of our ...

Create custom POs

In ST POs it creates your PO based on the job number you input. Sometimes, the job will already have been closed and exported so this PO will not populate and ST creates its own PO so you cannot trace it back to a job or estimate number. We would lov...

KhianaKlatt by Valued Contributor II
  • 1106 Views
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Customer Statements by Project

We have customers that have several different projects going at once.We often need to send them a statement for open invoices just on a certain project.It would be really beneficial to have an option within each project to send/print the customera st...

Piccinini by New Contributor II
  • 1140 Views
  • 3 replies
  • 0 kudos

Customer Statements by Project

We have customers that have several different projects going at once.We often need to send them a statement for open invoices just on a certain project.It would be really beneficial to have an option within each project to send/print the customera st...

Piccinini by New Contributor II
  • 689 Views
  • 1 replies
  • 0 kudos

JOB PIPELINE A-Z

I feel that there has to be a way to use the task manager for tracking your progress throughout a jobfor instanceI create a solar or generator install projectas soon as I create that project certain tasks should populate such as Get customer NOCSubmi...

JHenry by New Contributor
  • 684 Views
  • 1 replies
  • 1 kudos

Using the existing equipment tab to the fullest.

Good day! I have been seeing an issue with the equipment tab where I believe things could be much better for the field techs and it could potentially help with sales and organization of the customer’s equipment. Currently on the equipment tab you can...

Jerodb by New Contributor III
  • 1124 Views
  • 3 replies
  • 1 kudos

Job Costing PO breakdown

Is there a way for the Job Costing flyout to breakdown the Purchase Order? I am wanting to see what each PO has in it on the job costing page.

MirandaMel by ServiceTitan Certified Administrator
  • 698 Views
  • 1 replies
  • 1 kudos
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