Topics with Label: Project or Jobs-Project Tracking

Bill to GC instead of Customer

When I create a new job for a project, the billing reverts to the customer even though it is set to the GC. What am I doing wrong?

JOB PIPELINE A-Z

I feel that there has to be a way to use the task manager for tracking your progress throughout a jobfor instanceI create a solar or generator install projectas soon as I create that project certain tasks should populate such as Get customer NOCSubmi...

Using the existing equipment tab to the fullest.

Good day! I have been seeing an issue with the equipment tab where I believe things could be much better for the field techs and it could potentially help with sales and organization of the customer’s equipment. Currently on the equipment tab you can...

Job Costing PO breakdown

Is there a way for the Job Costing flyout to breakdown the Purchase Order? I am wanting to see what each PO has in it on the job costing page.

Tracking Idea - Fully editable Alerts

It would be nice if Alerts could be built from the ground up rather than some canned fields. Specifically I support some back office accountants and they would like Project related alerts that include Project #, Customer Name, Amount Invoiced for a p...

Support Idea - Alerts for Project actions

It would be nice for a set of alerts that are project based rather than job specific. Alert would capture:- Completion Date- Amount Invoiced- Job completion within the project- Customer Name

attachments to follow new job

Hello Service Titan team,We would really benefit from being able to have any attachments, ie. pictures and other notes, from the estimate appointment to the new booked job. This is a really big failure for us. When the techs in the field go to the jo...

Set taxable option on Estimates from API

Hi, we are sending Estimates to Jobs from our application using the API. I have 2 questions:1. Can we set any field to indicate on the Estimate that the fields should be taxable? or is that something that can only be done when creating an Invoice?2. ...

Resolved! Job Costing with a Salaried Technician.

Hi guys, I was curious to see how everyone was job-costing within Service Titan when it comes to a salaried technician since Service Titan does not have the salary-based payroll. The only workaround we can think of to show on the job costings is to w...

Materials + Equipment Breakdown Feature Request

It would be great if on the Project page there was a full material/equipment breakdown. There's places to access it such as the invoice etc. but parts could be spread over multiple invoices or the same item could be on two separate estimates for two ...

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