Accounting

Credit Card Payments

When an invoice is emailed to a customer but chose *hide items* for invoice style when customer goes to 'Make A Payment' a task breakdown is provided in online payments. If the invoice was not provided with a break down is there a way remove the task...

Employee (Office) Time Off

Is there anywhere inside Service Titan to mark when an office employee is off?

Resolved! HVAC Companies in Texas using Flat Rate

Is there any HVAC companies in Texas using flat rate pricing, If so how is material taxes calculated without taxing labor?

How is everybody accounting for labor in quickbooks?

Labor is a large KPI for me and keeping labor percentages at known and accepted values by department, class or business unit (pick your favorite name). Service Titan exports labor as one lump sum - not by BU (business unit). How are you accounting fo...

Next Button - to move from invoice to the next invoice

Is there anyway to get a next button while in the invoice view to move to the next invoice within our list we have already filtered down to or does anyone have a way to move to the next one without going back through "accounting" to then click on the...

Appointment date included on invoice

Is there a way to include the appointment date on the invoice? We have found that it is nice to include the date/s that the technician was on site in the invoice for the customer. Especially when the job has more than one appointment on it due to par...

Resolved! Customer Payments

We've had a couple situations where we had a customer send in a singular check meant for two accounts, is there a way to apply that to the two separate accounts, or is that not doable?

Inventory tracked items on a job PO

So, I finally think I have a handle on how Titan and Quickbooks handle the transaction when an inventory tracked item is added to a job PO. In Titan, the items are added to the equipment or materials section of the job at 0 cost, while the cost is ob...

Invoice sent thru text

a nice feature to have in Service Titan would be the ability to send an invoice thru text message. We have a lot of customers who either refuse to give us email or just don't have/use email. Everybody seems to use text

Adjustment Invoice Notes

Wanting to see adjustment invoice notes from the original invoice instead of clicking on the pencil

ServiceTitan Community

Posts

Credit Card Payments

Employee (Office) Time Off

Resolved! HVAC Companies in Texas using Flat Rate

How is everybody accounting for labor in quickbooks?

Next Button - to move from invoice to the next invoice

Appointment date included on invoice

Resolved! Customer Payments

Inventory tracked items on a job PO

Invoice sent thru text

Adjustment Invoice Notes

Credit Card Payments

Appointment date included on invoice

Inventory tracked items on a job PO

PAYMENTS

Monthly Billing and also using QuickBooks Enterpri...

HVAC Companies in Texas using Flat Rate

Which General Ledger Account do I use for a Custom...

Customer Payments

Progress billing

Unused Membership Funds