Purchasing and Inventory Documentation and Workflows

• Related Articles

• Purchase Order Process Overview

  Purchase Orders are created to allow us to document our intent to purchase items from a supplier; either directly for a job or to add to inventory. Purchase Orders allow us to ultimately confirm that the items we ordered have been received by us and ...

• Creating Purchase Orders in ServiceTitan Mobile (Field POs)

  Technicians have the ability to create Job-related Purchase Orders in ServiceTitan Mobile. Purchase Orders should be created by technicians in situations where they need materials to perform a job, but those items are not stocked on their truck ...

• Receiving Purchase Orders Created by Techs in the Field

  When technicians create Purchase Orders in the field they will be adding a single "Materials" line item that has a cost equal to the total of the purchase and upload a copy of the receipt/packing slip/invoice they are given at the supplier. It is the ...

• Receiving a Purchase Order (Full and Partial)

  The following document contains detailed instructions for these processes- Receiving a Purchase Order The video walkthroughs will take you through the entire process of fully and partially receiving a Purchase Order. The Receipt is the final step of ...

• Warranty Process

  Identifying Warranty Coverage Determining Warranty Coverage Collaborate with the Service Manager and/or Operations Manager to confirm if the repair is covered under warranty. Review the customer’s job history and equipment warranty information. Note ...