Service Titan - Customer and Job
Management - Managing Jobs and Projects
Certification Exam UPDATED ACTUAL
QUESTIONS AND CORRECT ANSWERS
When you run a Recall job, you'd like to see the impact the additional labor expense, and
possible material expense has on the margin of the original job. How could you do this? -
CORRECT ANSWER Create the recall job. Then create a project and attach it and the
original job. The project job costing will reflect both jobs.
__________ is a new alert type that helps you keep track of high priority projects that have
multiple phases. - CORRECT ANSWER Project status
A tech working on an appointment with other techs selected "Mark appointment done" on
their mobile device. The other techs are not finished with their work, but have been marked
Done as well. From the job record, you reopened the appointment. What else do you need to
do for the techs to continue their work. - CORRECT ANSWER They must be
dispatched again to the appointment
If a customer with a booked job calls to reschedule, you should open the job and change the
job start date. - CORRECT ANSWER False
You can see a job column in the table of invoices and payments. This way, you can
distinguish if the invoice was added from a job or project. - CORRECT ANSWER True
In addition to purchase orders and requisitions, you can view __________ from a project's
purchasing screen. - CORRECT ANSWER Bills
When you perform work covered by a whole home warranty company, they provide you with
a Warranty Work Order number that you will need to reference and need to search for those
jobs. How can you set this up in ST? - CORRECT ANSWER Create a custom field for
"Warranty WO#" that appears on a job form.
, When a project is created, you can send the invoice for each job to the customer, or send a
project invoice that includes items from all job invoices within the project. - CORRECT
ANSWER True
Custom fields added to the job form can be used to search for jobs in the search screen and
can be included in job reports. - CORRECT ANSWER True
Which of the following are examples of reasons for putting a job ""on hold?" - CORRECT
ANSWER -A tech arrived onsite but the gate code provided does not work. You can't
reach the customer and will need to reschedule.
-You can't continue the work until a permit inspection is performed
-Additional work was discovered that requires a commercial customer to authorize the
additional cost.
When a job is put "on hold," it will appear in dispatch on the hold tab of the job tray. There
you will see the hold reason. - CORRECT ANSWER False
You notice that a tech is running really late for a job. You text to check in and the tech tells
you they've been onsite for half an hour but forgot to mark themselves arrived. They do so
now. How can you correct their timesheet to reflect the actual arrival time? - CORRECT
ANSWER Open the job, select view timesheets from the job actions menu, and then
edit the incorrect entry.
Most of the jobs your company runs are single appointment, one day jobs. One of your office
employees needs to add a second appointment to a job and add appointment is grayed out.
Why may this be? - CORRECT ANSWER Your employee doesn't have "Create
Appointments on a job" permission
A job created as a warranty job is marked as no charge/unconvertible by default. If the tech
sells additional work that is greater than the sold threshold of the job's type, the tech will still
receive conversion credit in reports. - CORRECT ANSWER True
Management - Managing Jobs and Projects
Certification Exam UPDATED ACTUAL
QUESTIONS AND CORRECT ANSWERS
When you run a Recall job, you'd like to see the impact the additional labor expense, and
possible material expense has on the margin of the original job. How could you do this? -
CORRECT ANSWER Create the recall job. Then create a project and attach it and the
original job. The project job costing will reflect both jobs.
__________ is a new alert type that helps you keep track of high priority projects that have
multiple phases. - CORRECT ANSWER Project status
A tech working on an appointment with other techs selected "Mark appointment done" on
their mobile device. The other techs are not finished with their work, but have been marked
Done as well. From the job record, you reopened the appointment. What else do you need to
do for the techs to continue their work. - CORRECT ANSWER They must be
dispatched again to the appointment
If a customer with a booked job calls to reschedule, you should open the job and change the
job start date. - CORRECT ANSWER False
You can see a job column in the table of invoices and payments. This way, you can
distinguish if the invoice was added from a job or project. - CORRECT ANSWER True
In addition to purchase orders and requisitions, you can view __________ from a project's
purchasing screen. - CORRECT ANSWER Bills
When you perform work covered by a whole home warranty company, they provide you with
a Warranty Work Order number that you will need to reference and need to search for those
jobs. How can you set this up in ST? - CORRECT ANSWER Create a custom field for
"Warranty WO#" that appears on a job form.
, When a project is created, you can send the invoice for each job to the customer, or send a
project invoice that includes items from all job invoices within the project. - CORRECT
ANSWER True
Custom fields added to the job form can be used to search for jobs in the search screen and
can be included in job reports. - CORRECT ANSWER True
Which of the following are examples of reasons for putting a job ""on hold?" - CORRECT
ANSWER -A tech arrived onsite but the gate code provided does not work. You can't
reach the customer and will need to reschedule.
-You can't continue the work until a permit inspection is performed
-Additional work was discovered that requires a commercial customer to authorize the
additional cost.
When a job is put "on hold," it will appear in dispatch on the hold tab of the job tray. There
you will see the hold reason. - CORRECT ANSWER False
You notice that a tech is running really late for a job. You text to check in and the tech tells
you they've been onsite for half an hour but forgot to mark themselves arrived. They do so
now. How can you correct their timesheet to reflect the actual arrival time? - CORRECT
ANSWER Open the job, select view timesheets from the job actions menu, and then
edit the incorrect entry.
Most of the jobs your company runs are single appointment, one day jobs. One of your office
employees needs to add a second appointment to a job and add appointment is grayed out.
Why may this be? - CORRECT ANSWER Your employee doesn't have "Create
Appointments on a job" permission
A job created as a warranty job is marked as no charge/unconvertible by default. If the tech
sells additional work that is greater than the sold threshold of the job's type, the tech will still
receive conversion credit in reports. - CORRECT ANSWER True
