Posts

Smart fields

Good morning, Created our clean and check forms with smart fields for model and serial numbers, but my question is how will that work if the record has multiple models and serial numbers in there? Also how does it differentiate between a ac model num...

Jimb1979 by New Contributor II
  • 977 Views
  • 1 replies
  • 0 kudos

Auto apply tags to jobs based on PO status

ST-63 has a lot of good warehouse focused updated, but this one specifically is exciting because of how we communicate parts arrival for ready to schedule (currently using a tag system to volley the job between warehouse/scheduling team)However, this...

Payables Module - vendor invoice numbers and duplicates

My company uses the Payables Module - I have noticed while reviewing invoices that it will not flag or otherwise indicate if a vendor invoice is a duplicate when it is being entered - or even after it has been entered.It would be extremely beneficial...

Smiller by New Contributor
  • 1207 Views
  • 3 replies
  • 2 kudos

PDF Scanning for Purchase Orders

Hello!I think it would be useful to anybody buying on Purchase Orders in Service Titan if there was a tool that would allow you to upload a PDF or Image of a purchase from a vendor, and utilize PDF scanning technology to grab and organize the meaning...

Change in Purchase Order Screen

When creating a PO from a job, the PO# doesn't appear until AFTER you hit create now. Anyone know if there's a way to change it back so that it appears right away? If not, can ST please change it back?