Hi everyone,
We're looking to implement a new workflow in our office to help reduce our AR. Our policy is that every customer needs a credit card on file, regardless if they want to pay by cash or check at the time of service, but some employees are having some trouble adhering to that new rule.
Any suggestions that Service Titan has to prevent credit cards from not being collected at the time of job booking? Is there a way to make that required and bypassed if absolutely needed? We also have some trouble with having empty invoices at the time of service. I know there is a report that shows jobs with empty invoices that have been completed - anyone know of a setting that can require jobs to have invoice items??
Thanks in advance for any suggestions!
