ServiceTitan Community

ashleyle1 · 12-15-2023

Happy Friday and Holidays everyone! I hope you're 2023 is closing well and you're excited for 2024!

ashleyle1 · 02-27-2023

Is there a way to turn off/revoke individual employee's permissions to not be able to edit an invoice once it's been batched? We've had a few issues lately where invoices have been checked and batched, but not yet exported, and an employee will not n...

ashleyle1 · 01-11-2023

Hey Everyone! Looking to run a report on our inventory for usage of each specific inventoried item for a given time frame, last year for example. We have a report created, but it's broken down by each individual transaction, and for this specific rep...

ashleyle1 · 12-27-2022

Is there a way to add our company's phone number to our PDF's of our invoices and statements? I have our company name and address, but no phone number. Thanks!

ashleyle1 · 10-05-2022

Hey Everyone! We're ALWAYS looking for ways to improve our process! While creating a report for another item, I noticed a reporting option 'Calls Requiring Parts' with an info description of "Shows 'Yes' if a job required any material; otherwise 'No'...

ashleyle1 · 01-03-2024

Thank you so much for this! Sending to our account rep now 

ashleyle1 · 02-28-2023

I've had those removed for a while, we're trying to prevent people from changing things while they're in the batches. We're having people move too quickly and not notice that it's been batched.

ashleyle1 · 01-13-2023

I have created a report like that, the issue is, we're trying to export the data and be able to look at an items usage as a whole. When I run this report, it's broken down by transaction, which in some instances is important, but I'm trying to look a...

ashleyle1 · 12-30-2022

AH! I didn't even look at that header section, I was looking where the address was listed. Thank you so much!!

ashleyle1 · 10-06-2022

We have all sorts of tags and notes and things that we're currently doing to make sure everyone is aware of the calls that need parts for the next day, but things are still missed. I was HOPING that this item could be added to one of the reports we'r...

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Happy Friday and Holidays!

Invoice Editing Permissions once invoice is Batched.

Inventory Usage Report

Company phone number on invoice

Calls Requiring Parts Reporting

Re: Financing Fees Workflow - MAKE SURE YOU HAVE THIS FEATURE TURNED ON!

Re: Invoice Editing Permissions once invoice is Batched.

Re: Inventory Usage Report

Re: Company phone number on invoice

Re: Calls Requiring Parts Reporting