ServiceTitan Community

blutz · 07-30-2022

Stupid Question?? Since the dispatch board is organized by teams set on the technician's profile, Why are there no team filters on the dashboards and reports?????Wouldn't that be an obvious and useful way to view your metrics? After all the group is ...

blutz · 07-28-2022

Dynamic Pricing is Amazing!!!I have one roadblock keeping me from fully implementing. Dynamic Pricing is amazing on estimates, but it is horrifying on the invoices. I can not think of a use case where I would want to Re-calculate a price that a custo...

blutz · 07-19-2022

I'm stuck. When I return inventory using invoice closeout no adjustment is getting made. The inventory gets placed "On Hold" and I can see any way to resolve this. https://youtu.be/i7jJGputVYA

blutz · 06-27-2022

This is a test showing how material flow through the system. I get tripped up at the invoice close-out section. I would like to see a "Requisition Received Receipt" so I can better track the movement of material at a transaction level. Once the mater...

blutz · 06-25-2022

This is a Demo of how I'm using Project Labels to organize and clean up the materials coming to form our estimates. This feature is promising and there are still issues and opportunities for improvements.

blutz · 08-03-2022

It is good to see it in some reporting data sets. Thank you. It would be really helpful on the DASHBOARD and DISPATCHBOARD.

blutz · 07-31-2022

The UI has issues. The wrong message is n the dialogue box. It should have told me that the 1st return was to bring the material back to the requisition. Not that it is going to create an adjustment. It would be great if it immediately prompted me wi...

blutz · 07-31-2022

I heard something similar. It is an exciting feature. The invoice updating is scary..

blutz · 07-24-2022

Not sure why you are not able to see the Youtube video. Here is an open link from a different platform. https://watch.screencastify.com/v/IOloHF4jzi7yzwkYeZG1

blutz · 07-22-2022

I think I found the problem. It looks like a UI bug. To make the return work, I had to do it twice. The first time the material comes off the invoice and go "On Hold," and the second time I returned the material and adjusted the warehouse location

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Why are there not team metrics??????

Dynamic Pricing is Amazing!!!

Help, my return are ending up in an ON HOLD purgatory

Materail Workflow from Warehouse => Requsition => Invoice => Replenishment

Project Labels to report on Material usage Demo

Re: Why are there not team metrics??????

Re: Help, my return are ending up in an ON HOLD purgatory

Re: Dynamic Pricing is Amazing!!!

Re: Help, my return are ending up in an ON HOLD purgatory

Re: Help, my return are ending up in an ON HOLD purgatory