Materials vs Invoice

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Upload the .xlsx export from your ServiceTitan "Jobs" custom report. Include the Summary, Material Costs, Material Costs As % of Sales, Jobs Gross Margin %, Jobs Total Revenue, Business Unit and Primary Technician columns for this to work fully. Uploads here are shared with every manager who opens this page.

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Bulk import from ServiceTitan

Upload your joined Invoices + Invoice Items export (one row per billed line item, with Job #, Invoice Summary, Item Name and Item Type columns). This runs the discrepancy check on every invoice in the file at once and updates the Jobs Report for every manager viewing this page.

Upload invoice line items export

Or paste a single invoice

Open the invoice in ServiceTitan, select all the page text (Ctrl/Cmd+A) and paste it below. This pulls out the Description of Work the tech wrote and compares it against what was actually billed, flagging anything mentioned that doesn't appear on the invoice.

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Paste your first invoice above, or use bulk import, to start building a shared log of reviewed jobs.

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Filters and thresholds

Bulk import from ServiceTitan

Or paste a single invoice

No invoices checked yet