Project Tracking

GPS Tracking Devices for Tools

Hello Community, We are wondering if anyone is using some kind of GPS tracking device to track tools? Examples: Propress, expansion tools. Specifically, a tracking device that does not have a subscription.Thank you so much!

Adding Sold Estimate to an Existing Job

Hey gang! Looking for some insight/clarity on booking sold estimates on existing jobs. Is there a reason/logic to not allowing the office to add sold work from MOBILE to any other existing job?We had a septic technician sell additional work on a job ...

Top 100 Items

There should a report built as a template for top 100 parts sold.Then it should have the ability to filter based on date ranges, job types, business unit, etc. This would be extremely beneficial in inventory management especially for the commercial s...

Please Vote for my Idea

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

Resolved! Using Internal Equipment on Jobs & Job Costing

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. ...

A way to apply payment to invoice before it is posted/exported?

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 ...

Resolved! Service Titan Pricebook excel spreadsheet

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?

Resolved! Referral Campaign Marketing Pro

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...

Canceling a scheduled job that was booked off sold estimate

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...

Charge back to original technician for recall jobs

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...

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Posts

GPS Tracking Devices for Tools

Adding Sold Estimate to an Existing Job

Top 100 Items

Please Vote for my Idea

Resolved! Using Internal Equipment on Jobs & Job Costing

A way to apply payment to invoice before it is posted/exported?

Resolved! Service Titan Pricebook excel spreadsheet

Resolved! Referral Campaign Marketing Pro

Canceling a scheduled job that was booked off sold estimate

Charge back to original technician for recall jobs

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...