Project Tracking

Tracking each tech’s arrival time with respect to the arrival window.

Currently, servicetitan only marks an appointment as on-time or not based on the first technician that arrives. But if two technicians are going (or a tech and a helper) then the second person to arrive isnt tracked towards their KPI. It would be nic...

Credit Card Purchases for Project Jobs

What is the best practice for correlating credit card purchases for specific Jobs? We purchase materials and permits via Credit Card and need to tie them to the job we purchased them for. Any incite would be great!

Overall Project Business Unit

We assign an overall business unit to a project such as Commercial New Construction. Within that project there will be jobs performed by different business units, i.e. Service business unit will do the start-up of the system. When assigning an overal...

Project Purchasing

What process does everyone use to purchase within projects? Here is what we have tried and failed to work or we are making it work. In projects - in the purchasing tab if you just select "Add purchase order"When the PO is received the items are expen...

Projects tab sticky

When opening the Projects tab, we have to select a date range every time before anything is shown. Once our view appears, we can make changes, save views, and set the default, but we've still got to select the date range every time we open the Projec...

Tracking leads not yet scheduled

Is there a way to enter and track leads turned over by service techs for potential equipment replacement ( we don't have selling techs and we utilize comfort specialists )? In some cases the client doesn't want us right away due to their schedule, et...

Editing Serial #'s in a customer file when the job has been exported

Hello all,I recently have activated serialization for some of our equipment. Since I've done so, I made an error entering a serial #. The job has since been closed and exported, I want to go back and correct the serial # in the customer's file but be...

Budgeting For Very Detailed Jobs

We're an a-typical ST customer. One of the business units we have does hardscapes and installs paver patios. The jobs themselves aren't very detailed, but the options are and I'm trying to figure out the best way to put things into ST so that we can ...

Generate PO from sold estimate

We are trying to find a way to generate PO's for all equipment and materials needed when an estimate is sold and booked. There does not appear to be a way to generate the PO either from the estimate or from the invoice on the booked job without manua...

Ability to hyperlink to external (from ST) files on the Project Dashboard (i.e. TEAMs)

It would be extremely helpful to have the ability to insert hyperlinks into ST on Projects, allowing my users to quickly navigate to a corresponding Microsoft TEAMs or SharePoint Site that hosts all of the project details. Two ways this could be acco...

ServiceTitan Community

Posts

Tracking each tech’s arrival time with respect to the arrival window.

Credit Card Purchases for Project Jobs

Overall Project Business Unit

Project Purchasing

Projects tab sticky

Tracking leads not yet scheduled

Editing Serial #'s in a customer file when the job has been exported

Budgeting For Very Detailed Jobs

Generate PO from sold estimate

Ability to hyperlink to external (from ST) files on the Project Dashboard (i.e. TEAMs)

Bill to GC instead of Customer

Financing on invoices

Projects created based on customer vs. location

Project Progress Billing = NON-JOB Revenue? Say wh...

Materail Workflow from Warehouse => Requsition ...

Exporting Bills to Quickbooks Online (QBO)

INVENTORY PARTS GOING INTO HOLD STATUS ON JOBS AND...

Inventory Tracking templates

Job Costing with a Salaried Technician.

Material List Form Alert