Posts

Order Confirmations

We would like to be able to attach a supplier's order confirmation number to a sent purchase order. We have come across that sometimes the orders get emailed to the supplier and it says sent, but our supplier doesn't actually receive the order. This ...

hope_buc by ServiceTitan Certified Administrator
  • 2044 Views
  • 3 replies
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Consumable Inventory Items

I was wondering if anyone has come up with a good process on how to keep track of consumable items such as screws, wire nuts, and tape. I have been running into a problem where the technicians can not accurately keep track of how much they use these ...

cbolen by New Contributor
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  • 5 replies
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PDF Scanning for Purchase Orders

Hello!I think it would be useful to anybody buying on Purchase Orders in Service Titan if there was a tool that would allow you to upload a PDF or Image of a purchase from a vendor, and utilize PDF scanning technology to grab and organize the meaning...

Inventory Line Items Report issue

I would like to be able to pull a report each morning that is similar to the Inventory Audit legacy report--with the caveat that the new report shows ALL materials used yesterday, not just materials from completed jobs.There is an Inventory Line Item...

jesjayhaz by New Contributor II
  • 1673 Views
  • 2 replies
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Consignment inventory

We have a significant amount of the inventory, some materials but mostly equipment, that vendors consign to us. We keep it in our warehouse until we use it and then report its use to the vendor who bills us for it. We want to track inventory for this...

michael21 by Contributor III
  • 6152 Views
  • 10 replies
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PO Line Item Direction

One feature we sorely miss from our old platform, was the ability to direct line items on the invoice to different inventory destinations. For example:Plumber goes to the supply house and buys (1) 3/4" Press Male Adapter and a contract bag of (10) 3/...

ridstein by ServiceTitan Certified Administrator
  • 2959 Views
  • 5 replies
  • 0 kudos

Inventory and Pricebook

I would sure love to see an update in the pricebook for those of us using the Inventory module. We love the module but find we have to have 3 windows open when working with the pricebook. We need to know if a material item is on a template for restoc...

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serickso by ServiceTitan Certified Administrator
  • 3139 Views
  • 4 replies
  • 5 kudos

Inventory - Purchase Order Visibility

Does anyone know a work around to everyone in the office side have availability to see the purchase orders? This gives full visibility to every employee on how much money I am spending on what product and I think we all know employees cannot handle t...

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lbrewste by New Contributor III
  • 1887 Views
  • 2 replies
  • 1 kudos

Adjustments and Transfers

Im looking for a way to track the Dollar amounts of our transfers as well as the adjustments but the dollars don't seem to reflect in the accounting tab. Am I missing something here?