Resolved! Modify lead generated by technician on job edit. What entry is required on where lead came from?
Trying to track technician leads from scheduled jobs. was able to select technician, but would not accept job number entry?
Posts
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 ...
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...
Why cant we open the estimate for our Service Manager who has all the permissions
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...
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...
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...
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...
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...
Employee (Office) Time Off
Is there anywhere inside Service Titan to mark when an office employee is off?
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...
