ServiceTitan Community

rstare · 08-29-2022

You'll probably want to use a line item for the rebate up front that reduces the amount due from customer that hits a clearing account, then when you want to use the 'credit' have a line item for such that deducts from the clearing account and reduce...

rstare · 08-29-2022

If you're looking to mark up materials and sell the materials directly, you'll want to use CSP (client specific pricing) - https://help.servicetitan.com/how-to/set-up-unique-prices-with-client-specific-pricing If you're looking for how to mark up you...

rstare · 08-26-2022

Yes, all technicians can see technician forms.

rstare · 08-26-2022

On the job page there is an audit trail of everything that would have been sent to the customer related to that job

rstare · 08-26-2022

Check with your CSM on your package and settings - there are multiple different factors that play into Schedule Assistant drive time calculations.

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Re: how can I add material mark-ups?

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Re: Schedule Assistant - Drive Time & Miles Caluculation