Why am I unable to complete a job?
In most cases, ServiceTitan requires at least one valid, active managed technician to perform work on a job and generate a timesheet before it can be marked as complete, even if the job's invoice is $0. If the job is associated with a project, a managed technician with a timesheet entry must be on one of the jobs also associated with the project, excluding jobs with sold estimates. For more, see Managed technicians and non-managed technicians in the ServiceTitan Field Mobile App.
Note: If the job does have a managed technician with a timesheet but you still see a message stating Action Required: Managed Technician Not Detected, review the Common scenarios and solutions in this article for troubleshooting steps.
Who is able to convert a non-managed technician to a managed technician?
Any office employee with the Edit Employee permission can convert a non-managed technician to a managed technician. Please contact the account administrator on your team.
Why is my technician unable to complete a job?
In most cases, ServiceTitan requires at least one valid, active managed technician to perform work on a job and generate a timesheet before it can be marked as complete, even if the job's invoice is $0. If the job is associated with a project, a managed technician with a timesheet entry must be on one of the jobs also associated with the project, excluding jobs with sold estimates. For more, see Managed technicians and non-managed technicians in the ServiceTitan Field Mobile App.
Note: If the job does have a managed technician with a timesheet but you still see a message stating Action Required: Managed Technician Not Detected, review the Common scenarios and solutions in this article for troubleshooting steps.
Why am I unable to detach a job from a project?
A project is required to have at least one job associated with it. If a job is the only job within a project, it can't be detached from that project.
Why is labor cost showing up as $0.00?
Labor cost is calculated based on the hourly rate for technicians. If your labor cost is showing up as $0.00, check if the technician has an hourly rate defined.
What should I do if I see "Invoice's Business Unit does not match Project's Business Unit. Please add Business Unit to Project to update this Invoice" error message?
Ensure you have the Edit Projects Business Unit permission. This enables you to confirm that the Business Unit on all invoices and adjustment invoices associated with the project matches the project's Business Unit.
Why are payroll adjustments not showing on the job costing flyout?
You made payroll adjustments but they do not show on the job costing flyout. This happens if the invoice has already been exported because the job costing flyout locks once an invoice is posted and exported.
What is causing the negative revenue on a project?
This issue may be due to a specific material having a wrong General Ledger (GL) account. Check the items in your project and make sure the items are assigned to the correct GL account.
Can a technician see job costing information for a job in ServiceTitan Mobile?
Technicians cannot see job costing information for a job in ServiceTitan Mobile.
Why is the completion date and invoice date updating properly when a job is completed multiple times with appointments in between?
When a job is marked Complete for the first time, the system automatically sets the invoice date to match this completion date. If you reopen the job and mark it as Complete a second time, the completion date updates but the invoice date remains the same. You must manually update the invoice date to match the new completion date.
How can I delete a job in ServiceTitan?
You cannot directly delete a job in ServiceTitan. However, you can cancel the job and remove any invoice items on the job invoice to keep your records accurate. If the job was created over 365 days ago and can't be edited, please contact Technical Support for assistance.
How do I invoice from a sold estimate using progress billing?
Progress billing can only occur in active projects. If you want to generate an invoice from a sold estimate using progress billing, do not initiate booking through the estimate screen. Instead, create an invoice from the project level to properly bill your customers throughout the project milestones.
For more on progress billing options, see the Choose progress billing options in projects section of the Introduction to project management article.
For more on progress billing without the AIA Billing style, see Progress billing.
For more on using Application for Payment (AFP) for progress billing, see the Use progress billing for project revenue section of the End-to-end guide to project management article.
How do I adjust the length of time and days for multiple technicians on a job?
The solution to managing multiple technicians on multi-day jobs is the Appointments feature. A single appointment is created when a new job is booked. After the job is booked, you can create additional appointments if needed. For more, see Manage appointments.
How do I turn off labor in job costing but keep labor burden, and will this change affect past projects and jobs?
To exclude labor in job posting but keep labor burden, configure your account to calculate burden rates without payroll costs. This change won't affect past projects and jobs that already include labor and labor burden in their job costing.
Why am I unable to tag a job as a Warranty?
The only jobs that will appear in the jobs list when checking Is warranty are other jobs with the same service location as the current job. Make sure the job you want to tag as a warranty job stems from another job from the same service location.
How can I assign a missing part to a job in a project after it has been exported?
Once a job has been exported and posted, you cannot edit its invoice directly. If you need to assign a new part to a job, consider adding the item to a job under the same project scheduled for the current day. This way, the missing part is accounted for under the same project, even if not under the originally intended job.
Why are tags automatically removed when I add them to a job?
This can occur if you have the EnableAutomaticalRemovalOfReplacementOpportunityTagsUponAddingOfEquipment feature configuration enabled. If enabled, ServiceTitan is not detecting equipment that matches the opportunity replacement, the opportunity tag is automatically removed.
Note: Account configuration is required to access the Feature Configuration screen. Contact Technical Support for more information.
Why can't I see the Add Application for Payment option on my project?
This occurs if your project type is not set to display Application for Payment. To resolve this, go to Settings > Operations > Project Types and click Edit on the associated project type. Click the Hide/Show icon for Application for Payment and save your changes.
Is it possible to export a list of all active job types in ServiceTitan?
For assistance with accessing this data, please contact technical support.