How do you all notify your technician that the estimate they wrote while onsite sold/converted to a job?I have alerts set up to notify the creator when online estimates are signed but we are not using this currently to avoid itemized price break down...
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!
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 ...
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...
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...
