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Resolved! Attaching equipment to tasks

Perhaps when reviewing services in the price book, there's a check box for "equipment service", and then when someone adds that task/service to the invoice or estimate, it will pull up the list of equipment to choose for which that task is performed....

ridstein by • ServiceTitan Certified Administrator
  • 1612 Views
  • 1 replies
  • 0 kudos

Cancellation Report

I was working with a live chat agent to find an easy way to view all cancelled and rescheduled appointments. Going through every day and every job to back track is tedious and time consuming. A report that shows all cancelled and/or rescheduled appoi...

majestar by • New Contributor
  • 1930 Views
  • 2 replies
  • 3 kudos

Changing PO numbers / Assigning previous PO to Job

Hello!Is there a way to change the purchase order number after its created to assign it to a job? For example, We created a PO for an air handler that's on backorder to have it ready when we need it for a job. Once it comes in we have a job number in...

AWTC_Tony by • ServiceTitan Certified Administrator
  • 1195 Views
  • 0 replies
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How best to structure the Pricebook for HVAC install

New to ST and trying to wrap my head around how to structure the pricebook for HVAC Install projects. My main goals are to have material costs, equipment costs and sold labor hours included for reporting purposes. My problem is how to structure the p...

Additional Price Book Fields for Equipment

There are a few pieces of data that would be nice to have a dedicated field for on equipment:"Ton(s)" : How many tons a cooling unit is rated for, for example"BTU": BTU rating for heating equipment. You already have "SEER" for cooling."Stages": Selec...

ridstein by • ServiceTitan Certified Administrator
  • 2338 Views
  • 3 replies
  • 3 kudos

Sending job confirmation template

Hello service Titan Community,I have a situation that is reoccurring in my office in an effort to be as efficient as possible. We are in the garage door business and we make tentative appointments for customers and THEN ask them to confirm the date a...

TGDG by • New Contributor
  • 1534 Views
  • 1 replies
  • 1 kudos

Audit trail question

Is there a place in the audit trail to see who adjusted splits on a job? I’m almost sure it used to be there and now I’m not finding it.

AmyHart by • ServiceTitan Certified Administrator
  • 1559 Views
  • 1 replies
  • 1 kudos

Job history takes way too long to load

When going to history and clicking view job, I get "Loading Job..." and it can take up to 5 minutes to load....I am on web version of Service Titan with fiber internet. Also would be great if there was just a simple BACK button in place of Dashboard ...

jzivan by • New Contributor
  • 2521 Views
  • 4 replies
  • 0 kudos

Resolved! Waitlist?

I was wondering if other companies have a "waitlist" for there jobs and what and how do you use a waitlist in ST. After our customer pays their deposit, we order the material and wait sometimes 6 months for it to come in. We currently use the follow ...

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