I need the ability to return to "pending status" (edit) a received po
for our larger commercial projects.Please vote for my idea:
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3204
Does anyone have any ideas for the best way to charge internal equipment
to job cost, preferably automatically once we determine a charge rate
for that equipment? For example, we just purchased an excavator for
plumbing jobs instead of renting them. ...
Applying a payment to an invoice before its posted or exported is
honestly a need! I hate having to create the payment, add it to a
customer profile, then later adding that payment to the invoice before i
print it. If i print the invoice for my guys ...
HI! I'm working on my pricebook in the excel format - how do utilize
subcategories on the excel spreadsheet? Do I just put the subcategory in
the category field if it applies to that pricing?
We’re looking at launching the pro campaign for referrals. For anyone
who has done that in the past, how did you set up the price book/
payments to record properly for the referral credit? In particular, the
customer who did the referring? I’d like t...
Customer called to cancel their scheduled appointment. The job was book
through the sold estimate. When Im going to cancel the job it says that
I will not be able to book the job in the future off the sold estimate.
Am I doing this correctly or is th...
I am curious how everyone else handles the invoicing and accounting for
recall jobs when you need to charge back the original technician who was
already paid on the original job that was recalled. For example:A
technician did a job for a customer and...
I found a permission that allows technicians to consume inventory from a
truck other than their own. I cannot figure out how to actually do this
on a mobile invoice. Has anyone had experience with this that can help
me?
Sharing here for additional visibility as this feature update seems
simple & would make my life so much easier! --I have no idea why project
invoices won't allow you to add inventory materials - doesn't make sense
& just causes a lot of confusion.Use...
It would be cool if the technicians could link in to the material
pricebook and add materials from the PO Screen in Mobile. If the techs
dont get the item code perfect they are severley slowed down in building
a PO.
