We are considered a contractor in Florida. In Florida once a job is over $5,000 you don't need to charge the county surtax, only the state sales tax rate. Many of our larger jobs are well over $5,000. Not charging the surtax on larger jobs can save o...
ST CANNOT export invoices correctly to Quickbooks online. The sales tax shows as a line item instead as the tax rate nor does it show the correct tax rate on the invoice in QBO. Does anyone have a fix for this? ST says they cannot export properly bec...
There is a flaw in Service Titan Accounting where a customer pays an invoice (Let's say $20 for simplicity) and shows the invoice as PAID but if the payment is rejected due to "Invalid Account" or "NSF" or any other reason I have to manually add a ne...
Is there a limit to the amount of items that can be put on one purchase order?
I need to edit a Tech's driving time, and so I was wondering if there was a way to do that without having to go into the mobile end? This is what I need to do: 9 miles for mileage reimbursement for pressure switch replacement. It's for a warranty cla...
Hey everyone,Just a quick question, Is ST still requiring processing of credit card through only one company?Looking to reduce our fees.
I had a customer write us a check that was ultimately returned. I created an adjustment invoice on the original invoice and added a negative payment with a payment type of "Returned Check". This shows that the customer now owes us the amount of the r...
Hello,Does anyone know why our arrival window for our jobs is set for the right time on our computers and tablets and the dispatch notification chat that is sent to our customers is always an hour later. For instance, a job arrival window is set on o...
I'm struggling with situations where I need to research AR activity on a customer account. For example, I may have a job that involved multiple adjustment invoices in addition to the original invoice as well a multiple payments.How can I look at a jo...
Not sure if this is where this question should be...So sorry in advance if this is the wrong place. I have technicians who aren't putting tasks in their invoices. What will this do in the long run? So, I have invoices that are for warranty calls whic...
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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 |
