Posts

Non Managed Techs & Mobile App

Hi Everyone, We are currently rolling out non-managed technicians on the ST Mobile App. I am curious to see how others are using this feature, being that they cannot complete a job without a managed tech assigned to the job. Is there a work around ? ...

Resolved! Partial Billing aka Bill for material

Does anyone know how to do this? We create one estimate for the full installation (labor, materials, equipment).We obtain approval and book it as one jobWe order equipment on PO’s attached to the jobWe receive PO’sCustomer isn’t ready for installatio...

jarrettd by New Contributor III
  • 815 Views
  • 3 replies
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Various Job Types on Single Appointment

What are your best practices for tracking Job Types with various different types of services performed on the same appointment? For example, a customer calls in and they have two separate issues; 1) Garbage Disposal Installation and 2) Toilet Repair....

sanapol by New Contributor
  • 474 Views
  • 3 replies
  • 1 kudos

Resolved! Open Call Report?

How can I see all open calls that have not been "completed", I need to be able to see any calls sitting out there in ST either as "Open", "Scheduled", "Paused" etc. Using the options below the dispatch board is not showing prior days jobs unless you ...

gamorosano by New Contributor II
  • 656 Views
  • 2 replies
  • 1 kudos

Invoicing

We are new to ST and I created an estimate and the homeowner accepted it, however I didn't book the job from there. Job is complete and I need to send the invoice but the invoice is blank. I did a chat this morning with customer service and was told ...

Office to be able to pause jobs

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-105 Found this idea and would love to get it some traction! It would be nice for office staff to be able to pause jobs as sometimes there are issues on tablets/internet...etc...

MirandaMel by ServiceTitan Certified Administrator
  • 538 Views
  • 3 replies
  • 3 kudos

Booking Job on Completed Job

Good Afternoon all,I am having an issue and am not exactly sure what to search for. We had a job that was marked completed which is was not completed. It would not allow me to mark it as uncompleted. I was able to add an appointment but when I went t...

dianam8686 by New Contributor III
  • 668 Views
  • 2 replies
  • 0 kudos

Technician's License on Invoice

Is there a way to show the technician's license number on the invoice? We do not have the customers sign the acknowledgment or authorization paragraphs, so we cannot include them in that portion of our invoicing setup. I appreciate any help you can p...

hannahpope by New Contributor II
  • 543 Views
  • 1 replies
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Resolved! Warranty Workflow Questions

Wondering if I can get some help walking through warranty tracking and invoicing. Given the hypothetical situation below, how would this be handled?The technician goes out on a troubleshoot job and finds a control board that needs to be replaced. The...

ccmx106 by New Contributor
  • 928 Views
  • 1 replies
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Equipment sales presentation

We have always looked at Equipment estimates presentations differently than service repair quotes. For one thing we make up install kits; labor (different than service labor), warranties, guarantees, discounts, etc. that you don't see in service quot...