Ok, so I joined a company who has been using service titan for a while
now and have been trying to learn all I can. Recently I was tasked with
getting the company setup in the inventory module. This company has been
running for years using service ti...
We recently turned on purchasing and are working towards inventory, but
I am having a hard time understanding how Service Titan's purchasing
work flow fits our business. In the purchasing tab under purchase orders
you have pending, sent, paritally re...
Our company has just turned on the purchasing module in service titan.
What is required now to enter invoices from supply houses is much more
cumbersome on our employees. Before they were only required to enter a
summary which was copy and pasted fro...
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...
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 ...
I know this information is a little too late but i have got into the
habit of exporting our pricebook and saving them as backups regularly.
Also i export an extra backup anytime i plan to do major changes to the
pricebook. Just in case i will be able...
Yes I understand the business side of this I mean just the workflows
service titan has for this particular module. If you get quotes from
your suppliers then you can set those prices in the pricebook and sure
you can know what it will cost, but we ca...
We currently use another system to handle our vehicle tracking cameras
and geofencing. One feature we use alot of i did not see in this video
is the ability to see historical data for vehicle tracking. Each morning
I review the technicians travel for...