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Membership boiler plate agreement in ST?

2 questions around the actual legal hvac membership agreement entered into with the customer. Can one be integrated in ST so the agreement is signed within ST? And does ST have an agreement template that can act as a starting point for the agreement?

dzuspann by New Contributor
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Report for refund or credits?

Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!

AmyHart by ServiceTitan Certified Administrator
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Tech Photos

I want to send photos of the tech when I dispatch how do I do that I have the photos but I don't know how to turn on the feature

Easier was to navigate

Why is it such a task to accomplish one thing in Service Titan. More or less I am often doing multiple steps to complete one task, like unassigning someone from a job, or trying to get to the invoice for a customer from the schedule. Why is it so dra...

bb by New Contributor
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Happy Thanksgiving 2022 to our ServiceTitan Community!

This Thanksgiving season we want to thank everyone in our community and tell you how appreciative we are that you are part of the ServiceTitan family! We are thankful for your feedback, for all your shining ideas, for your collaboration amongst one a...

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baraica
by Community Manager
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Looking for new ways to support your community?

Look no further than Dale Jackson at Jackson Services to hear about the innovative approach he has to his business. Click here to hear his latest podcast on ServiceTitan's Toolbox for the Trades!

wmanning
by New Contributor
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Payment Collections-Credit Card Payments

Suddenly credit cards are no longer an option to select when using the new payment collection feature to put payments in. The way I process payments for some of our customers is one CC payment for multiple invoices, I am not able to put in or process...

Vickies by New Contributor
  • 28 Views
  • 2 replies
  • 1 kudos
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