Lowering AR

[msjewell23]

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!

[Smercado]

Thank you for your patience as our team addressed your request. I will be forwarding this workflow question to your Customer Success Management team, who will reach out to you within one business day.

[lsalamanca]

Thank you for reaching out. One of our product experts will be in touch shortly to further assist you with the empty invoices issue.