When a job is booked, we take the materials and put it on tech's shelf and then they go ahead and put it on there truck. How do other companies verify the material has then gone into the techs truck? Is there a tag you create?
Yesterday I realized when converting an estimate, after you click the Select All button to add the tasks there is a separate box to then check to include any quoted discounts. If you are putting a Select All button at the top of the page it should Se...
Does anyone know if it is possible to go back to dismissed estimates and use them again on follow up maintenance jobs?
The more techs we get, the harder is to see if there is a hole in the dispatch board. is there a way to highlight a empty spot on a tech schedule.
Hello! We are calculating an expensive labor burden rate +$100 so we don't think we calculating it correctly. We followed the Service Titan Knowledge Base article on how to calculate it. What is everyone's else burden rate looking like?What costs did...
I was wondering if other companies have a "waitlist" for there jobs and what and how do you use a waitlist in ST. After our customer pays their deposit, we order the material and wait sometimes 6 months for it to come in. We currently use the follow ...
