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Billing

Our company was in a horrible one year contract that lowered the cost per tech to $289 from $309. The unexplained catch was that it raised the min tech count to 22 techs. The issue is that we have never had more that 16 techs and have currently trend...

Vendor Invoice/Purchase Order Integration Question

Has anyone used the ToolboxTechs integration for reconciling vendor invoices? I am looking to help our accounting department efficiently input vendor invoices. We did a demo this week but I wanted to see if anyone else in the community has used their...

purchase order

Is there a way programmers can add a New Tab for Purchase Orders when right clicking a job bubble? Like a quick link? Or more ideal, customizable options for users to add quick links to other pages under the Action & New Tab options?

GB1 by New Contributor
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Collecting on existing invoices on mobil

Speaking with support, there seems to be no way for a tech to collect on an open balance from an invoice. We are having an issue with finding a way to collect on memberships that auto renew with services scheduled before they are paid. Regardless of ...

Philm1941 by New Contributor II
  • 387 Views
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Call x Call management process

Hi, everyone; I’m looking to gather some advice or feedback from anyone who has experience with Call x Call concepts and practices. If you’ve implemented them in your business, I’d love to hear what’s worked for you, any challenges you’ve faced, or t...

rmusser by New Contributor
  • 394 Views
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Resolved! Certified Provider Training

Hi everyone, my wife and I purchased a business that had service titan existing. We are in desperate need of certified training. How do we find a certified trainer please?

Purchase Order Alerts

Hello,We have an alert that was built to notify certain people in the office when a purchase order was created for a particular vendor, and was set to pending. This used to work where if a technician in the field created the PO, because the PO is aut...

DanielleT by New Contributor III
  • 806 Views
  • 0 replies
  • 1 kudos

Emergency Dispatch Report

I know the outage today was impactful to quite a lot of people, and there might be some who don't have this report built already. Just as an FYI - ServiceTitan already has a report built that can be scheduled so that if there is ever an outage that i...

DanielleT by New Contributor III
  • 902 Views
  • 2 replies
  • 5 kudos