Is there a way to add a tag to a job once an invoice has been paid? i.e. We require 50% deposits for some of our jobs before we can schedule the work. Is there an option to have a tag automatically added to the job, as soon as the customer has paid t...
Hi, When I have a customer paying almost 100 invoices at once, who list the invoices they're paying in order of value, I generally click on the balance column to sort it according to that header. But now you can't sort ANY columns in the collect paym...
Good afternoon,So we had 5 payment types active in our system for when we collect a payment in the office. We added a new one and when we went back to collect more payments a few days later, only 3 were available even though we checked and made sure ...
I work with property managements, who have different community managers per locations. Frequently, they request to send all outstanding invoices for their specific service location. When clicking on the service location profile, there is no invoice t...
Can there be a section that shows invoicing history for SMS? Similar to the Marketing Activity section. Can there also be an email & sms history of all invoices? even the ones that are not attached to a job
Can those sections also be available on a location profile too?
Standard Invoices, Project Invoices, and Estimates - have been unable to successfully edit & publish the template to allow office staff to easily tri-fold the piece of paper and have the Company Address & Bill To Address show up in a standard 2-Windo...
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...
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| 04-15-2025 09:10 AM | ||
| 04-10-2025 09:24 AM | ||
| 03-06-2025 09:47 AM | ||
| 03-05-2025 09:32 AM | ||
| 02-27-2025 09:32 AM |
