ServiceTitan Community

KellyB · 04-22-2024

I would appreciate some votes for an issue that has been bothering our accouting department for awhile now with the way service titan applies taxes. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6832

KellyB · 11-22-2023

When selling an estimate sometimes our tech will hit a wrong button and say perform work later. If an estimate is sold via esign it is automically sold for later. I know if you click the 3 dots next to the estimate you can toggle it to perform work n...

KellyB · 10-30-2023

I am relatively new to service titan. I spent 20 years working as a plumber and transitioned into an IT manager for a second plumbing company. I had never heard of service titan until I hired on here a year ago and after diving in I have learned so m...

KellyB · 10-11-2023

For more information here is my recently posted Ideahttps://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5046If you know of a workaround that I have not considered or Service Titan support doesnt know I am all ears.

KellyB · 08-21-2023

I'd appreciate any votes. I'm sure this would be incredibly useful to us all.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4559

Re: Member Savings & New Construction · 04-10-2024

if it is a flat % rate you can simply add a membership discount to discounts in the pricebook and just apply that only when it is applicable. it may not be the best solution either but you can also duplicate your pricebook put them in different categ...

KellyB · 10-30-2023

i have considered taking the course. trying to find the time honestly.

KellyB · 10-17-2023

thank you for letting me about this setting. i was able to get it set up and the techs just confirmed for me

KellyB · 08-17-2023

In the office you can go to the job view the invoice and at the top of the invoice you can sell/convert the estimate. This will sell the estimate but will not add items to the invoice. You then must go to the tasks for that estimate and click the che...

KellyB · 06-19-2023

Currently this company uses the date completed for a job to determine the warrenty dates which takes a little math for sure sometimes. Equipment does seem to make that information more readily accessable though.Yes that was my plan to just not use a ...

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Tax Zone Issue

What happened to the blue banner on close out page?

Hello

How do you give membership discounts on tasks/services with prices set by technicans?

searchable pricebook terms

Re: Member Savings & New Construction

Re: Hello

Re: How do you give membership discounts on tasks/services with prices set by technicans?

Re: Does anyone have an idea on how to convert an estimate to an invoice at the office level?

Re: Whats the difference? Material, Equipment, Service