I feel like it would be a lot easier if we had an option to add an invoice under a job without having to create a whole new job. And the technician being able to create an estimate on the app under a customer without having to book another job for it
Is there a way to send a confirmation email when payment is taken over the phone for multiple invoices? Currently the only way we're aware to send a "receipt" is by sending every individual invoice that was charged instead of one confirmation.Thank y...
Since the sales tax setup in Service Titan is at the zip code level and in QuickBooks Online, the automatic sales tax calculations are at the street address level, we run into a lot of situations where the taxes do not match between Service Titan and...
Looking at options to use a 3rd party payment processor/gateway.How do we set up or change that? is it possible? or does Service Titan lock it into only their processor?
Hi ServiceTitan Community,I’m Zoey from ServiceTitan Experience Research Team.We’re running a new round of product research about the Credit Memo feature and we’d really value your opinions and insights. Do you have a moment to complete this short su...
We would like to be able to send out Batched, Posted & Exported invoices to customers. Our customers have requested that we send all open invoices instead of just past due invoices. To make this possible there needs to be an option added which allows...
Failed payments didn't use to show up on statements, but now they do! We like to track failed payments to monitor how well a customer pays their bills, so we don't delete them from the invoices. Now failed payments are showing up on the statements an...
Is anyone using CommercePayments for batching vendor invoices in ST & Sage Intacct? or another bill pay system like Avid or bills.com? That can give me feedback on your experience or suggestions.
We have a customer in another country that is receiving her invoices through Service Titan, but when attempting to log in/ request a password reset to be able to pay for services through the portal link, they are getting an error message stating "FAI...
When is ServiceTitan going to finally add "CC" to the email???All of our Commercial customers what to see who the emailed invoice, estimate, etc was sent to. And every time we have to copy and paste or type the names "CC: Bob, Jill, Tim, and Ellen" i...
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| 10-16-2024 08:50 AM | ||
| 09-30-2024 08:23 AM | ||
| 09-26-2024 06:25 PM | ||
| 09-26-2024 10:27 AM | ||
| 09-25-2024 06:31 AM |
