Create purchase orders in ServiceTitan MobileLast updated on 09/08/2022
In the ServiceTitan Mobile, technicians can create purchase orders (POs) while they are on a job. They can create POs if they don’t have the required items in the truck or the warehouse isn’t close to the job location. Technicians can also create POs to procure required items from vendors for a job if the job needs to be completed on the same day and the vendor location is not far.
Create a purchase order in ServiceTitan Mobile
From the Dashboard, tap the All Jobs tab.
Select the job for which you want to create a PO.
Tap View Job.
In the job record page that opens, you can create POs from a job or from an invoice attached to a job:
For a job, tap Purchase Order on the Job page then, on the Purchase Order page that opens, tap Add.
Note: If there are no POs on the job yet, tap +Add Purchase Order.
For an invoice, tap Invoice from the side menu, then do one of the following steps:
From the Actions dropdown field, tap Add PO.
Tap Purchase orders, then on the Purchase Order page that opens tap Add. The Edit Purchase Order page opens.
Enter PO details:
Purchase Order Type
Ship to Note: If the PO type is set to automatically receive, the Ship To field does not appear because the PO is considered to be received when it is created.
Summary—for example, you can describe why you need the items on the job or the work to be performed
Vendor Invoice Number
Add Receipt Photo Note: If the PO type is set to be automatically received and the Purchase Order Receipt Photo Required permission is enabled, the technician must upload a photo when they create a PO.
Equipment and Materials
Any custom fields that administrators may have created for POs
When you’re finished, tap Save.
The PO is created. The PO’s status is set to Pending unless the PO is a type that is automatically received. To send a PO that is not automatically received, see Send and receive purchase orders in ServiceTitan Mobile.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.