Pricebook
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Editing estimate/proposal templates

The new update does not allow you to edit the price of proposal or estimate templates, so when we need to change our pricing I have to delete and make new ones for each one it's extremely frustrating. We use the STATIC ones because we build in labor ...

bgold4 by • New Contributor
  • 297 Views
  • 1 replies
  • 1 kudos

Pricebook Audit Trail

Hi ST & its users,Happy Thursday! I was wondering if there was an audit trail for the Pricebook tab? If not, I think it would be a great addition to Service Titan (if possible of course). Thanks!

jazleger by • New Contributor II
  • 252 Views
  • 0 replies
  • 0 kudos

Purchase Orders Combining

I’d like to suggest a feature enhancement for purchase orders in ServiceTitan. Currently, vendors sometimes send multiple order acknowledgments for a single order, leading our team to believe we will receive separate invoices. However, when we receiv...

cristye by • New Contributor
  • 413 Views
  • 1 replies
  • 0 kudos

Item Groups Not Working Properly

Does anyone know what the purpose of displaying linked equipment on estimates and invoices? It seems counter intuitive to just automatically display them and provide a work around to hide them rather than having a feature that displays them only when...

cavaz1kk by • New Contributor
  • 381 Views
  • 0 replies
  • 0 kudos

Import Pricebook Estimates Templates

Hello! I was wondering if Pricebook Estimates Templates had the ability to bulk-import templates? For example, instead of clicking and manually inputting information to create an estimate template, I would like to upload an Excel file or use an API. ...

Pricebook issues

Has anyone else had issues with the Pricebook images disappearing at times? If so, what did you do to remedy the issue? I called ST Technical Support, and they couldn't figure out how to fix things on our end.

Transfer Purchase Orders

Instead of having to completely delete a purchase order and re enter the purchase order for the same project / job. It would be a nice option for the end user to be able to transfer the purchase order to a different job for the same customer. Or be a...

Betsy by • New Contributor
  • 621 Views
  • 0 replies
  • 2 kudos

Configurable Material by Category

Love the Configurable Material / Equipment feature. Can this be done by Category instead of entering each and every line item. It would be much easier to enter and also much easier to manage when adding or removing material that needs to be added or ...

BDJ by • New Contributor III
  • 840 Views
  • 0 replies
  • 0 kudos
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