Posts

Digital Estimate Layout Adjustments

Hello!I was reviewing an estimate for a customer today as the digital version (estimate.myservictitan.com) and came across a few issues. It would be great if we could adjust the style/layout of the page overall but a big red flag for us is the price ...

Resolved! Accounting Module Best Practice Question

I was looking for a best practice method and wondered if anyone could assist with this accounting module question. I'm trying to develop a good workflow to follow as a newer ServiceTitan user. I've been told the best practice is to batch daily for in...

hannahpope by New Contributor II
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  • 6 replies
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Resolved! Project Invoicing vs Job Invoicing

Hello, We are trying to navigate the project screen, we see the option for invoicing through the screen and than the option of course to invoice in the job. Does anyone have feedback on which option is the best way or if it even matters since the inv...

AR Alerts

Is there a way to set an alert or anything that we could get when and account is coming up on it's due date? We have commercial and residential customers and have their terms set up in for each one but it would be nice if we had a way to look at invo...

ladams76 by New Contributor III
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Customer Print Line

Customer Print Line – We have like our customers to have the ability to print their name as well as sign their name in two different boxes that the “Customer Acknowledgement” stage.ThanksRoger

rcampbel by New Contributor II
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  • 1 replies
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Customer pre-pay Deposits

New to AspireI have several customers that have sent a deposit in order to commit to large jobs. Currently, these are being handled by creating an invoice and estimating the sales tax in order to attempt to match the deposit amount.For example: Custo...

sflannery by New Contributor II
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  • 1 replies
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Accounts Receivable report should show all credit balances

the Accounts Receivable report should show all credit balances. It is imperative that the report show so all customers credit balances in order to properly reconcile Service Titan against accounting software Accounts Receivable report

brandy by New Contributor
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  • 1 replies
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SUGGESTION! Collection notes

SUGGESTION!The invoice screen should have its own notes section. Working in accounting and have to consistently go back to the job screen for collection notes is a pain! We currently have been putting it in the invoice summary but then the customer c...

chelsiebogel by ServiceTitan Certified Administrator
  • 1620 Views
  • 5 replies
  • 5 kudos

Workflow for New Invoices Screen

What are your workflows for reviewing & batching invoices?Prior to the new Invoices Module, we did invoice reviews from the Batching screen and would batch the invoice as the last step of review. Then, we bulk print or email the invoices in the batch...