What is causing the technician to be unable to create purchase orders?

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Problem

A technician has the correct permissions to create purchase orders but cannot do so. The issue persists even after signing out and refreshing. The error message or specific problem detail is not provided, but the technician is advised to reinstall the app.

Solution

  1. Confirm permissions.        

    1. Make sure the technician has the Create purchase order permission enabled. Check this in the ServiceTitan settings under user permissions.

  2. Sign out and refresh.        

    1. Ask the technician to sign out of the ServiceTitan app.

    2. Wait a few seconds, then sign back in. This refreshes the app's permissions.

  3. Reinstall the app.        

    1. If the problem continues, uninstall the ServiceTitan app from the technician's device.

    2. Go to the App Store (iOS devices) or Google Play Store (Android devices).

    3. Search for the ServiceTitan app.

    4. Download and install the app again.

    5. After reinstalling, sign in with the technician's credentials.

  4. Check login functionality.        

    1. If the technician faces issues logging in after reinstalling, ensure the device has a stable internet connection.

    2. Double-check the login credentials are correct.

    3. Try logging in again.

By following these steps, the technician should be able to create purchase orders in ServiceTitan. If issues persist, they may be related to app-specific or device-specific problems not covered in this guide.