Topics with Label: POs and Inventory-Project Tracking

Technician PO Feature Request

It would be cool if the technicians could link in to the material pricebook and add materials from the PO Screen in Mobile. If the techs dont get the item code perfect they are severley slowed down in building a PO.

What does your company do to enter purchase orders into service titan under the purchasing module?

Our company has just turned on the purchasing module in service titan. What is required now to enter invoices from supply houses is much more cumbersome on our employees. Before they were only required to enter a summary which was copy and pasted fro...

Nursery - Inventory

Hello,we are starting a nursery component of our business. Our goal is to grow some or most of the plants we use on our construction and enhancement jobs. Our intent is to purchase raw materials (plant starts, growing medium, pots, fertilizer and lab...

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...

Task Mirroring through Form Submission

Is there a way for the ST system to allow for a form to be submitted by a technician after a job, from which tasks are automatically launched which pull inventory items from active stock? If possible, could a master inventory list also be pulled from...

Resolved! Vendors

Good Afternoon,We are still onboarding and customer service couldn't answer my question, but just referred me back to my Onboarding Rep. which I have to wait to schedule a Zoom conference to talk to. What is the difference in Default Vendor and Prima...

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...

Resolved! Tool Tracking System

Hello all!Currently this is not offered but maybe in the future it could be an added featured.I'd love to be able to track tools as assets.This way they can live on the balance sheet and have traceability of who has it/ used it last/ when it needs to...

accounting for unused PO# items

What is the best way to account for or track the unused material from a job PO, if a tech is going to keep it on their truck?

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...