Send and receive purchase orders in ServiceTitan Mobile

Overview

Technicians can send and receive purchase orders (POs) in ServiceTitan Mobile if they have access to types of POs and have permission to send or receive those types of POs.

Who uses this feature

Technicians
Applies to all business types

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.
Permission is required to use this feature. Please contact the account administrator on your team.

Things to know

To give technicians permission to send and receive certain types of POs, see Set permissions for an individual employee or technician.
To allow technicians to see certain types of POs, see Set up purchase order types.
Technicians can edit a PO if it is in Pending status. For more information, see Edit and cancel purchase orders in ServiceTitan Mobile.
Technicians can't receive a PO more than once. For example, if a technician partially receives a PO and later receives the remaining quantity of an item, only the technician's office can change a POs status to fully receive the PO.

Send a purchase order

Note: Technicians who have permission can send POs that are in Pending status. For more information, see Things to know.

From the Dashboard, tap the All Jobs tab.
Select the job that includes the PO you want to send.
Tap View Job.
In the job record that opens, you can send a PO from a job or from an invoice attached to a job:
1. For a job, tap Purchase Orders on the Job page then, on the Purchase Orders page that opens, tap the Moreicon and tap Send.
2. For an invoice, tap Invoice from the side menu, then tap Purchase Orders. On the Purchase Orders page that opens, tap the Moreicon and tap Send.
On the verification pop-up message, tap Send to confirm. The purchase order is sent to the vendor.

Receive a purchase order

Note: Technicians who have permission can receive POs that are in Sent status. For more information, see Things to know.

Select the job that includes the PO you want to receive.
Tap View Job. The job record opens.
You can receive a PO from a job or from an invoice attached to a job:
1. For a job, tap Purchase Orders on the Job page then, on the Purchase Orders page that opens, tap the Moreicon and tap Receive.
2. For an invoice, tap Invoice from the side menu, then tap Purchase Orders. On the Purchase Orders page that opens, tap the Moreicon and tap Receive.The Receive Purchase Order page opens with details about the equipment and materials in the PO.
Confirm the Quantity to Receive for each item is the same as the actual amount you received or enter a different quantity.
Tap Receive.
On the verification pop-up message, tap Receive to confirm you received the item or items.

The Purchase Orders page opens. The status of the PO is either Received or Partially Received depending on the quantities of items you recorded.

Image showing that the PO is received.

Want to learn more?

Visit ServiceTitan Academy and enroll in Mobile Basics
See Mobile Handbook