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?
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.
Do you have a video on New Construction Projects? Hard to find good help with this feature showing workflow.
confused about the difference between a job and a recurring service events. wouldn't a recurring service event be a job?
Looks awesome more simplified !! :D
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?
Heres a page all about the reporting impacts help.servicetitan.com/Content/Reports/appointments-multi-job-workflow.htm
-BCN
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.