Creating an Adjustment Invoice for a Non-Active Technician

Problem

When attempting to add a task to an adjustment invoice for a non-active technician, the following error message appears: Action Canceled: Cannot create UsedMaterial for invoice item (Id:555-55-5555) with Material 7/8" Suction Line Accumulator. Technician {{NAME}} is not currently assigned to a truck. Please assign Technician to a truck before adding materials/equipments.

Solution

1. Go to Settings > People > Technician in ServiceTitan.

2. Include inactive technicians on the active filter.

3. Search for the non-active technician by name and click Edit.

4. Reactivate the technician temporarily by clicking Profile Actions and selecting Activate technician.

5. Create a new adjustment invoice.

6. Add the necessary task to the invoice.

7. Export the invoice.

8. Deactivate the technician by clicking the Deactivate technician button.

9. Reach out to your Customer Success Manager (CSM) to inquire about any additional costs that may be incurred due to reactivating the technician.

Note: It is important to reactivate and deactivate the technician as quickly as possible to minimize any additional costs.