Appointments Are Coming! Here's What You NEED to know! | Admin Training
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Пікірлер: 7
Looks awesome more simplified !! :D
confused about the difference between a job and a recurring service events. wouldn't a recurring service event be a job?
Do you have a video on New Construction Projects? Hard to find good help with this feature showing workflow.
Can I pay you to mentor me with the system better?
What kind of reporting changes will appointments make? Will we see booked jobs and appointments in reports? also, inventory replenishment report will still be sent after each appointment completed? Or only if the entire multi- appointment job is completed?
@Servicetitan
3 жыл бұрын
Heres a page all about the reporting impacts help.servicetitan.com/Content/Reports/appointments-multi-job-workflow.htm -BCN
@Servicetitan
3 жыл бұрын
As far as inventory, here's how it works right now: If you have the inventory module enabled, Replenishment will be triggered when the entire job is completed. If you have inventory off - Replenishment happens as soon as the part is added to the job's invoice.