Posts

Auto-Discount

Is there a way to have a discount or fee automatically add to the invoice with another item? Say we have an afterhours call when the After Hours Service Call is added to the invoice it will automatically add a premium fee to the invoice as well.

Pricebook Auto Refresh on Mobile

Is there a way to have the Pricebook Auto Refresh on my technicians tablets instead of the manual 'Download Pricebook'? Trying to take away a step my technicians have to try and remember.

eoshogay by New Contributor
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Field for Tech Payroll Parts Cost in Pricebook

Hey Fellow Titans,I have been asking for this for years and have talked to a few shops in the past month and we are all struggling with this but there needs to be a way to input the payroll cost of an item you want when calculating commissions. Pleas...

AdamCronenberg by ServiceTitan Certified Administrator
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  • 1 replies
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Vendor Cost on Inventory Items

We do not currently use the inventory module, but we do sync inventory items/purchase orders/invoices through Quick Books. When receiving an item from multiple vendors, is there a reason why the inventory cost for an item is not an average between al...

neiamech by New Contributor
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  • 2 replies
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Tracked or not tracked status

Is there a way to view the "Inventory Tags" or to see if an item is tracked or not tracked from the pricebook page. The Inventory Overview page only shows what is marked to be tracked, but the pricebook shows all of our items. I know that if one goes...

jhoskins by New Contributor
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Price Builder

How does the price builder add labor and markup to equipment that are not in a task or service. All my equipment is built in equipment and not as a service. I added my markups but I don't see the breakdown under the Equipment selected like I do with ...

PolarAir1 by New Contributor
  • 385 Views
  • 2 replies
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Dynamic Pricing vs Client Specific Pricing

Just looking for a little bit of insight. Our company is about 50% Commercial and 50% Residential. We originally set up dynamic pricing for our residential customers and created a client specific pricing rule for all of our commercial customers. We d...

Need Votes: Dynamic Pricing Warranty

COMMUNITY-I-6173 Dynamic Pricing WarrantyI would like to see a toggle similar to the toggle for an add on or chargeable material, within the pricebook on a service. When using dynamic pricing we add a replace blower motor task, the motor will be link...

RandiThompson by ServiceTitan Certified Administrator
  • 433 Views
  • 2 replies
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Dynamic Pricing question

We are in the process of setting up Dynamic Pricing... how are y'all handling part warranty jobs. We need to charge for labor and would like to have the material automatically added BUT if we link the material it charges for it?? Seems like there sho...

RandiThompson by ServiceTitan Certified Administrator
  • 291 Views
  • 1 replies
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