Process in Collection

maerskvillamar1
New Contributor

Hello Guys! Just like to ask and know another process. What do you do for collecting? What is your process for that? Do you use something outside of Service Titan or just Service Titan?

Appreciate you all ๐Ÿ˜€

4 REPLIES 4

gotobrandi
Contributor II

We run an AR report out of ST then start calling the customers. We also keep notes in the Customer page.

Martinlogan9
Contributor

Like collecting payments?

yes

We primarily use ServiceTitan to collect payments. We email out the customer invoices, and they can pay via credit card online, or send in a check. A number of the large contractors we work with have ACH payments set up. 

We then export all payments to Quickbooks online. We use QBO for all our bookkeeping. 

Hopefully, this answers your question!!!