Hi everyone!
I am having a pretty frustrating experience and I am really hoping this discussion board can help. 😫🤞 When an invoice is created with materials/equipment, Service Titan forces me to assign a tech to every. single. line item before I am able to export the invoice to our accounting software (QB desktop). A lot of invoices I send out have 20+ material/equipment individual line items. So two questions, is there anyway to make that not a mandatory field? If that just isn't possible, is there at least a way to show if there is a tech assigned to that line item without having to click on the edit pencil?? I find myself losing track of which line items I clicked into previously and then I am having to click on every line item again to see which one I missed just to export the invoice over. I about cry every time it happens lol please help. 😅
Thank you for any and all help y'all provide!
