Posts

Resolved! Serialized Returns

Hey team,My company is running into an issue with serialized equipment that I'm not sure how to solve, and I'm wondering if anyone has some experience with this.The problem is happening when returning serialized equipment from the customer, either be...

Kevin_JPS by New Contributor II
  • 3393 Views
  • 4 replies
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Duplicating materials and equipment when creating a PO

I tried looking through the 925 or so discussions on PO's for a solution with no luck.For many of our services we have material connections which automatically adds the materials used to the invoice for job costing.We sell equipment which then also a...

JerryCobb by ServiceTitan Certified Administrator
  • 4444 Views
  • 9 replies
  • 0 kudos

Resolved! Inventory Price Update Feild

Is there a field in the pricebook where you can put in the date for the most recent price update? Most of our prices need to be updated weekly, so we are looking to mark somewhere the date of the last price update so we know to check on the current p...

Emshultz by New Contributor II
  • 2961 Views
  • 3 replies
  • 0 kudos

Counter Sale / Inventory Workflow

Anyone have a great workflow for Counter Sales (ex. walk in customer purchases filter), using a Counter Sale Invoice instead of creating a job, then adding Service Task Code with Linked Material and able to properly see Inventory adjustment?

DaylaPCG by ServiceTitan Certified Provider
  • 4386 Views
  • 7 replies
  • 0 kudos

Bulk add material to job

Has anyone come up with a novel way of bulk adding material from the warehouse directly to a job. We currently employ a system where we send the techs with a predefined packout, they tell us what they use and then we add it to the job. At the moment ...

mattbadke by New Contributor II
  • 3444 Views
  • 7 replies
  • 3 kudos

inventory

so with the last update it looks like something is wrong, when we click inventory and location nothing is there like inventory is not being added but i know it is , im not sure what happened or what to do, ive emailed my sm and waiting on a reply

aaron_ge by New Contributor
  • 2360 Views
  • 4 replies
  • 1 kudos

Deleted Inventory

If I add materials to a job and the technical applies a discount a pop up come us that ask to delete all materials. This wouldn't be a problem if they read it but they seem to just click through and hit Yes. Is there any way to disable this or revers...