Workflows for Batching

joeviars
New Contributor

Who does your batching?  We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed. 

2 REPLIES 2

ECSoffice1
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We operate very similarly as the below suggestion. I have my dispatchers create and post their own batches for billing invoices, since I do not always know when they are done with their batch). As the Office Manager, I batch and post all payments, plus any invoicing I may complete. I also handle the exporting of all batches. Hope this helps.

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Dispatchers batch service invoices. Install coordinators batch install invoices. Membership invoices batch automatically. Controller/finance person/office manager post and export.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions