How can I export a completed inventory count in Excel format from ServiceTitan, and why is the quantity counted showing blank when I download the PDF?

Problem

When downloading a completed inventory count in PDF format from ServiceTitan, the Qty Counted field shows blank. This is because the PDF is designed for manual entry using paper and pen, not as a final document.

Solution

Exporting Inventory Count in Excel Format

1. Complete your inventory count in ServiceTitan.

2. Download the inventory count in PDF format.

3. Use an online PDF to Excel converter tool. For example, visit Adobe's PDF to Excel converter.

4. Upload your PDF file to the converter tool.

5. Download the converted Excel file.

Understanding the blank Qty Counted in PDF

1. Remember, the PDF download is intended for use during the count. It's not a final document.

2. Manually fill in the Qty Counted on the printed PDF.

3. Key the counted quantities back into ServiceTitan on the Counts screen.

4. Use the keyed-in data to create an inventory adjustment template.

5. Upload the template to ServiceTitan to update stock levels.

By following these steps, you can effectively manage your inventory counts and ensure accurate stock level updates in ServiceTitan.