Posts

Top 100 Items

There should a report built as a template for top 100 parts sold.Then it should have the ability to filter based on date ranges, job types, business unit, etc. This would be extremely beneficial in inventory management especially for the commercial s...

spetrie by Contributor II
  • 1530 Views
  • 4 replies
  • 7 kudos

Please Vote for my Idea

I need the ability to return to "pending status" (edit) a received po for our larger commercial projects.Please vote for my idea: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3204

spetrie by Contributor II
  • 1362 Views
  • 4 replies
  • 4 kudos

PO Generation on Sold Estimate

I have searched through the ServiceTitan Community posts, and can't find an answer, so maybe posting myself will help!We have our inventory mostly setup. All we need now is to have a process that works like this:Tech in field sells an estimate.Estima...

ZMR-TBHVAC by New Contributor III
  • 2062 Views
  • 4 replies
  • 1 kudos

Keeping tracks of payments made to a vendor

Hello everyone!We are trying to do a better job at tracking job costs and we have run into the issue of having to keep track of the payments being made to the vendors for which we have added PO and turn this information into some sort of balance repo...

TLD_KSMR by New Contributor
  • 1261 Views
  • 2 replies
  • 0 kudos

Resolved! Duplicating a Material that is Inventoried

Hey all, I am in need of some assistance!So after getting all my materials inventoried, I noticed that I was in need of a few more materials, and went to duplicate some of the already created materials (since it was simpler, and had most the info I n...

ZMR-TBHVAC by New Contributor III
  • 2834 Views
  • 5 replies
  • 0 kudos

Resolved! Searching for Materials in all Services

Hey all, so we have recently started tracking with inventory/PO's and I was going through marking specific items to be tracked, and a good few gave me a pop-up showing this: If I decide to select either option, it inevitably deactivates the old mater...

n9r9y1r
ZMR-TBHVAC by New Contributor III
  • 1907 Views
  • 3 replies
  • 1 kudos