Service Titan Knowledge Base

How to add a non-job purchase orderLast updated on 03/22/2022


Option #1: Use the Payroll (Detail) Report to add a non-job purchase order

  1. Run the Payroll (Detail) Report.

    • Click here for more information on running a report.

    • Click here for more information on how the Payroll (Detail) Report is calculated.

  2. On the Payroll (Detail) Report you will see a section for Non-job Purchase Orders. Click Add Purchase Order.

  3. Enter the purchase order information. When you are finished, click Save.

Date

Enter the purchase order date.

Amount

Enter the purchase order amount.

Vendor

Select the vendor from your vendor list (Settings > Vendors).

Summary

Enter a summary or memo for the non-job purchase order.

No Charge

To designate a purchase order as No Charge, check the No Charge box. If the No Charge box is not marked, then the cost of the purchase order will be deducted from the technicians pay. By default, this box will not be marked.


Option #2: Add a non-job purchase order from the Dispatch Board

  1. Navigate to the Dispatch Board.

  2. Click a technician profile picture. Choose the technician who requires the purchase order. the technician profile picture.

  3. Select Non-job purchase orders from the dropdown menu.

  4. Use the date range filter, if you want to see existing purchase orders within a specific date range. You may also use the Technician dropdown select a different technician.

  5. If you want to create a new non-job purchase order, click Add.

  6. Enter the purchase order information. When you are done, click Save.

Technician

The technician chosen from the Technician dropdown, on the previous screen. If you want to change the technician, hit Cancel and choose a different technician.

Date

Enter the purchase order date.

Vendor

Select the vendor from your vendor list (Settings > Vendors).

Amount

Enter the purchase order amount.

Summary

Enter a summary or memo for the non-job purchase order.

No Charge

To designate a purchase order as No Charge, check the No Charge box. If the No Charge box is not marked, then the cost of the purchase order will be deducted from the technicians pay. By default, this box will not be marked.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.