Posts

Hide a business unit?

Is there a way to hide a business unit from the office? We are debating setting up a business unit for things like warehouse, stock inventory and non specific overhead time.

MirandaMel by ServiceTitan Certified Administrator
  • 501 Views
  • 1 replies
  • 1 kudos

Business Unit Bulk Updates

During the release 66, the feature was added to do bulk updates to business units. However, this feature erases the mapping to Intacct so is effectively more work to do this new feature.I would love for this to be fixed during the next update.

Technician Permissions

I have looked everywhere in every setting and I can not find it. I need to remove permissions for technicians to add a discount to an invoice.I know it is listed as Discounts and Fees in the pricebook, but I specifically need to have the permissions ...

ladams76 by New Contributor III
  • 978 Views
  • 3 replies
  • 0 kudos

Service Area Zones

Hi all! I am trying to find a way to simplify a task we do, but am not having the most luck streamlining it.We currently have four location-based service areas that have different pricing. What we currently do is have our inspection job types pre-pop...

Bremease by ServiceTitan Certified Administrator
  • 814 Views
  • 2 replies
  • 1 kudos

Resolved! Skill set capacity vs adjustable capacity planning

I am getting ready to set up capacity planning for my business and today I read on here that you have to choose between manual adjustment capacity and skill capacity when setting up. If you chose manual adjustment capacity, is the CSR still able to s...

BRH by New Contributor
  • 1265 Views
  • 2 replies
  • 0 kudos

Resolved! Changing the look of invoices

I would like to make changes to our invoices. I would like to make the acknowledgements where the customer signs larger and if possible, in red so it sticks out better so the customer actually reads what they are signing.

tracy_c by New Contributor II
  • 1264 Views
  • 1 replies
  • 0 kudos