Posts

Buildout for square footage

Hi all!Any suggestions for building a subcategory (or category) for square footage? Thinking of flooring and how best to do that.

charringtonPSB by ServiceTitan Certified Administrator
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  • 3 replies
  • 1 kudos

searchable pricebook terms

I'd appreciate any votes. I'm sure this would be incredibly useful to us all.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4559

KellyB by New Contributor III
  • 632 Views
  • 1 replies
  • 1 kudos

Low-to-No Connection Pricebook Synchronization

Calling all Service Titan users! We've encountered a challenge with Titan's functionality that we believe needs your attention and support. When it comes to syncing offline activities and generating invoices in areas with limited connectivity, we've ...

josh_via by New Contributor III
  • 1179 Views
  • 3 replies
  • 1 kudos

Editing Services - Item Descriptions

Hello, I've edited the layout of item descriptions within 'Services' multiple times (just to cut down on editing time when it comes to putting the actual invoices together), but every couple of days or so, the layout reverts to what it was before I e...

hannahle by New Contributor
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  • 2 replies
  • 0 kudos

Discounts - Installation Tasks

We have multiple discounts set up in the discounts and fees section; however, it is not working on certain tasks. I have confirmed that the Allow Discount Codes is checked. Any ideas or thoughts on how to get this working. It works GREAT for all of m...

Visible pricebook anytime

I had an idea that I added to the ideas section and I'm just hoping to get some votes to move it forward. However, maybe my techs are the only ones running into this issue. When we run a call, after hours for example, we can not provide the customer ...

JeremyC85 by New Contributor
  • 743 Views
  • 2 replies
  • 1 kudos

Resolved! Hide certain items in the Pricebook from Technicians

We have certain items (Services) set up in our Pricebook that are only used for one large customer in particular. The invoicing for this customer is all done on the Office/Admin side once the Technician has completed the job. However, sometimes the T...

ajester by New Contributor
  • 1318 Views
  • 2 replies
  • 0 kudos

Price Builder: Gross Margin and Markup

Client Specific Pricing and Dynamic Pricing use different markup methods. This is confusing. We built dynamic prices using the default option for Gross Margin (which has always been our preferred method). In Client Specific Pricing that option is not...

BDJ by New Contributor III
  • 997 Views
  • 3 replies
  • 1 kudos
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