Posts

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
  • 2012 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
  • 1362 Views
  • 0 replies
  • 1 kudos

Project Billing for Materials Stored

Does anyone know how to set up a project so that we can bill for materials purchased prior to starting the job? With the HVAC equipment market as it is we are ordering equipment before we even start rough in on a project. We want to bill for this equ...

michelew1 by New Contributor II
  • 1500 Views
  • 2 replies
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New Construction Estimates - Suggestions Welcome

Does anyone have any suggestions or ideas to share of how one could reduce the amount of time it takes to create on estimate for new construction jobs? We currently use estimate templates/proposal templates for our change out jobs, but I am unable to...

ECSoffice1 by ServiceTitan Certified Administrator
  • 1673 Views
  • 2 replies
  • 1 kudos

QBO - Deposit WorkFlow

Currently, we are doing the deposit on future work and the create an adjustment invoice to collect that payment to make it work on QBO. This is a problem for many as I see it on the ServiceTitan Mastermind group on Facebook. I am wondering if this is...

chimcare by New Contributor II
  • 2976 Views
  • 3 replies
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Suggestion: Creating projects based on customer

Hey all, wanted to put forward a suggestion about changing how projects are structured in ST. Right now, you can only create one for jobs at a particular location. What I'd like to see is a way to create a project based around a particular customer, ...

bdanielson by ServiceTitan Certified Administrator
  • 2294 Views
  • 3 replies
  • 3 kudos

Resolved! Mobile Returns

With the new update for Returns are technicians in the field able to create returns as they would Purchase Orders?

KennedyHR by New Contributor
  • 1976 Views
  • 1 replies
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Project Progress Billing = NON-JOB Revenue? Say what???

So If you have gotten into the Project Progress Billing then you have found out that you no longer have the Money (revenue) on the Job's invoice and when you look at your Dashboard it puts it as "non-job revenue". This is technically not true because...

furnacem by New Contributor II
  • 1616 Views
  • 0 replies
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