T&M Invoicing

I am wondering how others are tackling their Time & Materials invoicing. We are having major issues with our techs being able to properly invoice jobs due to the fact that they can't see the timesheet for that job. Worst case, they should be able to ...

jboth by New Contributor
  • 3 replies
  • 0 kudos

Resolved! Adding Discount Task

How can techs apply a discount task to an estimate from the mobile side & having it fall under Discount & Fees? We have only done this from the office

allisonc by New Contributor II
  • 4 replies
  • 1 kudos

Resolved! Billable hours

It would be helpful if the billable hours tab would calculate the cost for you and apply it to the invoice automatically. Leaving it up to the technician may not always be accurate. It would also eliminate 2 steps.

Resolved! Add watermark to Estimates

Add a large watermark to estimates. Invoices and estimates look the same when sent to customers as a PDF. Our Customer Service Representatives (CSRs) receive multiple calls daily because customers get confused between the documents. Customers mistake...

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legacyde by New Contributor II
  • 9 replies
  • 5 kudos

Single search for mobile user

Please give an option to my technicians in the field to do a "search all" when looking for a specific item. My technicians do not always know the difference between a service/task, equipment, and material... and honestly, for some items the line is a...

KristiEK by New Contributor II
  • 1 replies
  • 1 kudos

Best Practice for Signatures

Hey Guys, Not sure if this is available in ST or not. Is there an option to request a print signature and a signature signature? We have some techs pencil whipping signatures and want to have a best practice to prevent this from happening. I think ha...

NealMims by New Contributor
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Resolved! Technicians' ability to take payments

Is there a way to disable technicians' ability to take specific payments in the field? We recently added a surcharge to all credit card payments. We don't want our technicians to have the ability to take credit card payments in the field so we can en...

rmarchman by New Contributor III
  • 2 replies
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Invoice View on Mobile Tech Vs Customer

Had an odd one come up this week. The Left (blurry) picture is what our tech see when he clicks preview on the mobile side of the job and the Right (non blurry) is what I can pull in the office. This customer is wanting to see that "standard pricing"...

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jeftem by New Contributor
  • 1 replies
  • 0 kudos

Automating Adding Sub-Items to Items on an Invoice

Is there a way to automate the addition of sub-items to items on the ST Mobile invoice tab? Our inventory/job costing system has different categories for different material types (ie: electric, plumbing, gas, sheet metal, etc). These materials are al...

Nelson_Gothard by ServiceTitan Certified Administrator
  • 1 replies
  • 0 kudos