We just started with ST. Prior to ST we would list labor and materials as single line items on the invoice. Is there a way to have all of the materials on the invoice be combined into a single line item with a total cost? Most of our customers do not...
We are using Template Manager to create different styles of invoices. Currently when they are Published and Active they are an option on the print and email dropdown. It would be great if we could assign a specific template to a specific Customer so ...
We currently use Quickbooks Desktop Enterprise but it's been a pain, especially on the payroll side. With ServiceTitan starting to roll out new features with their Accounting Reimagined initiative, is this a good time to switch to Quickbooks Online?T...
Hello ST Community,We currently use AIA billing over invoices in projects 85% of the time. During the project, labor and material are being costed to the jobs within the project, resulting in invoices being generated. However, we never use those auto...
When emailing job invoice we are unable to see any email addresses associated with the service location. As of Monday we had the option to select ANY/ALL email addresses, whether the email address was on the customer record side OR the service locati...
My account is asking if there is another option for processing credit cards because since we are processing thru ST our fees have gone up, a lot! Is anyone using anything else and how do you like it? I was told to look at Authorize.net.Any suggestion...
I would appreciate some votes for an issue that has been bothering our accouting department for awhile now with the way service titan applies taxes. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6832
Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations?
We ship a lot of parts to customers that have multiple locations. We have been using the POS system but it does not let us add a PO# or ship to location. Putting it in the job summary just looks incredibly unprofessional. How are you guys doing it?
Hello Titans! I was wondering if anyone has had an issue with AIA billing, and getting to 100% and it wont process $0.01? It has happened several times on my end where, say for example there is $609.10 left to bill and we go to bill that amount to bi...
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