Project Tracking

Posts

Start a discussion

Resolved! Vendors

Good Afternoon,We are still onboarding and customer service couldn't answer my question, but just referred me back to my Onboarding Rep. which I have to wait to schedule a Zoom conference to talk to. What is the difference in Default Vendor and Prima...

ddavis by • New Contributor II
  • 1621 Views
  • 2 replies
  • 1 kudos

Keeping tracks of payments made to a vendor

Hello everyone!We are trying to do a better job at tracking job costs and we have run into the issue of having to keep track of the payments being made to the vendors for which we have added PO and turn this information into some sort of balance repo...

TLD_KSMR by • New Contributor
  • 1278 Views
  • 2 replies
  • 0 kudos

Financing on invoices

Does anyone know why I would have different financing options showing up in the invoices for estimates when I don't have that option selected in the settings. I know there has been some bugs after recent updates but this is driving me crazy. It's onl...

Rome by • ServiceTitan Certified Administrator
  • 1304 Views
  • 0 replies
  • 0 kudos

Resolved! Tool Tracking System

Hello all!Currently this is not offered but maybe in the future it could be an added featured.I'd love to be able to track tools as assets.This way they can live on the balance sheet and have traceability of who has it/ used it last/ when it needs to...

AlexPhylactou by • ServiceTitan Certified Administrator
  • 2067 Views
  • 2 replies
  • 11 kudos

Canceling a job should not be so inconvenient

If ST is going to make it mandatory to remove all tasks before canceling a job, there needs to be a "delete invoice" button to remove all tasks at once. With a large project it can waste far too much time deleting those tasks one at a time. Also - da...

vmoore by • New Contributor II
  • 2006 Views
  • 3 replies
  • 6 kudos

Resolved! Gross Margin Report

We have techs and sales reps who are paid a bonus based on their gross margin % per month. Does anyone have any idea how we can run a report in ST to see gross margin per tech or reps? I have tried everything known and watched every video I can find ...

ladams76 by • New Contributor III
  • 1977 Views
  • 3 replies
  • 0 kudos

Materials list for equipment installations

Wondering what the best workflow is for sending materials lists to the parts department "pull or order list" for install jobs. When we go out for the measurements, we currently just have the pre-install technicians write up the full list of materials...

dianna54 by • New Contributor II
  • 1969 Views
  • 3 replies
  • 0 kudos
Labels
Top Kudoed Authors
View all
ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC