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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
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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
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Resolved! Duplicating a Material that is Inventoried

Hey all, I am in need of some assistance!So after getting all my materials inventoried, I noticed that I was in need of a few more materials, and went to duplicate some of the already created materials (since it was simpler, and had most the info I n...

ZMR-TBHVAC by New Contributor III
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Resolved! jobs vs appointments

I want to force our techs to fill out a daily form, but as far as I can tell, have to create a new job daily to do this.I work in large-scale install projects and want to use some of the job features with tags and forms, but my issue is that I create...

jtullous by New Contributor II
  • 3372 Views
  • 6 replies
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Resolved! Searching for Materials in all Services

Hey all, so we have recently started tracking with inventory/PO's and I was going through marking specific items to be tracked, and a good few gave me a pop-up showing this: If I decide to select either option, it inevitably deactivates the old mater...

n9r9y1r
ZMR-TBHVAC by New Contributor III
  • 1995 Views
  • 3 replies
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Permit and Install Coordinating

Hey fellow ST members, Do any of you put the permits in ST forms to be filled out? Also, do you think its a best practice to put the town in like a customer account so you can record the calls and then reassign the call to the job? We have tags permi...

mquigley by ServiceTitan Certified Administrator
  • 1936 Views
  • 3 replies
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Projects created based on customer vs. location

Hey everyone! Right now there's three ideas out there all based around allowing projects to be created based on customer instead of a single location: COMMUNITY-I-184COMMUNITY-I-420COMMUNITY-I-1489 Make sure to vote for these ideas so we can have bet...

bdanielson by ServiceTitan Certified Administrator
  • 1305 Views
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