ProblemCurrently, there is no way to apply a specific dollar amount discount (e.g., $178.42) to an estimate in the field without creating a new discount item each time. This limitation creates inefficiencies when finalizing sales, especially in situa...
Hello, I've been trying to help bring out titan score up along with understanding more about Service titan. We have been on ST for around a year. I have gone through invoices and customers many times trying to find where the .50% is still missing. It...
I Noticed that when we export batches over any customer in our current system with an underscore in its name it creates a duplicate in quickbooks. Can anyone help and give an idea why?
Am I the only one that absolutely can not keep it straight about when to add an adjustment invoice for negative payment (refund check for overpayment)? Or how to apply the correct amount and which task to delete to have it show up as a balance and no...
Is there a way you can reopen a completed job that should have been placed on hold due to the customer cancelling with the technician showed up, but the job was exported? This does not happen often but would be nice if we could as the recurring servi...
I’d love to see a feature where QuickBooks could automatically sync its Profit & Loss (P&L) report onto the ServiceTitan Dashboard for side-by-side comparisons of Month-to-Date (MTD) and Year-to-Date (YTD) financials.The main issue we face is that Se...
I used to be able to go to invoice, click Collect and Apply Payment, and the invoice would be selected under the Apply to Invoice section on the Collect and Apply Payments screen. Now I have to search for the invoice, as it is now labeled as the invo...
Is there a way to add a tag to a job once an invoice has been paid? i.e. We require 50% deposits for some of our jobs before we can schedule the work. Is there an option to have a tag automatically added to the job, as soon as the customer has paid t...
Hi, When I have a customer paying almost 100 invoices at once, who list the invoices they're paying in order of value, I generally click on the balance column to sort it according to that header. But now you can't sort ANY columns in the collect paym...
Good afternoon,So we had 5 payment types active in our system for when we collect a payment in the office. We added a new one and when we went back to collect more payments a few days later, only 3 were available even though we checked and made sure ...
| Subject | Author | Posted |
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| 03-06-2025 09:47 AM | ||
| 03-05-2025 09:32 AM | ||
| 02-27-2025 09:32 AM | ||
| 01-22-2025 11:24 AM | ||
| 11-20-2024 02:30 PM |
