I think it would be super beneficial to have the option to easily make the built-in meal breaks either unpaid (which is the default currently) or paid (which doesn't seem to be an option right now without implementing some weird workaround), like we ...
We have to ultimately “touch” the payment (3) times! Is this for real?1- Receiving the payment in ST2- Depositing the payment under “ bank deposits” in ST (so the reports come out correctly showing what is really unpaid 30, 60, 90days – without this ...
For anyone charging a credit card fee, I have a couple questions. 1. Is the fee taxed? (same tax rules that apply to the invoice)2. Is the credit card fee also added to the estimate? Part of our reconciling process is to ensure the estimate and invoi...
We have a couple of different invoice types, but I am wondering why. What are the best practices and why? The only thing I could find was the ability to run an AR report based on invoice type. Is there a way to create an Invoice type default?
The error reads, Couldn't export the business unit "name", the error: Export finished with errors. See pending export report in ServiceTitan for more details.We have not changed any settings in ST or QBO but we started having this error a few days ag...
Hi - I think it would be super helpful if when a technician created a purchase order from their mobile app, they had the option to filter out equipment. It would make the list of items that pop up much more condensed and more efficient to work with.
Hello,Wondering what people do when an invoice is exported with the wrong Business Unit on it? ST has offered a very time consuming work around for this issue. For a software that prides itself for reporting, I find this issue creates inaccurate repo...
Is anyone else super excited that the "Save & Batch" button is back on the 'Edit Payment' page??!!I'm so Happy! Finally, Thank you!!
In order to be able to see which phone number was contacted, you have to first go to calls, then you have to click the call. It would be a timesaver if another column was added to the details & showed the #.
Hey everyone, I am new to Service Titan, and there is so much to learn I thought I would ask here before looking too far. Is there a way to have an Email Template for each Payment type, or is it only 1 generic email template for all invoices. Thank y...
