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.
Our company has just turned on the purchasing module in service titan. What is required now to enter invoices from supply houses is much more cumbersome on our employees. Before they were only required to enter a summary which was copy and pasted fro...
I spent days troubleshooting this topic after feedback from a customer. I have confirmed by testing that E-sign links sent to customers do not work if we close out a job. However if you reopen the job/appointment the original e-sign link will work ag...
Are there any Electrical Contractors who use AIA billing on large jobs? Large being 15 to 20 billing lines and contracts between $500k and $1.5m. We are having a problem with billing lines and change orders.
Hello,we are starting a nursery component of our business. Our goal is to grow some or most of the plants we use on our construction and enhancement jobs. Our intent is to purchase raw materials (plant starts, growing medium, pots, fertilizer and lab...
Hello ST Folks!On the office side we cannot sell estimates to be completed now, into the same job it was created from for a technician. Estimates from office can only be booked into a new job or existing job (other than the one in which it was create...
| Subject | Author | Posted |
|---|---|---|
| 08-29-2024 10:32 AM | ||
| 06-27-2024 01:35 PM | ||
| 06-19-2024 10:55 AM | ||
| 07-27-2023 08:49 AM | ||
| 12-06-2022 07:18 AM |
