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...
Trying to track technician leads from scheduled jobs. was able to select technician, but would not accept job number entry?
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 ...
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...
Our SM Wally was completing a customer estimate and we are all set up with TURNS Financing and it doesn't show when he comes back to work at his office station (As he has two sign ons) How does he have equals and view with both without having to be a...
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...
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...
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...
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...
Is there anywhere inside Service Titan to mark when an office employee is off?
