We are a plumbing/HVAC company fairly new to ST. We perform work for contractors as well as homeowners. Our contractors and some customers have multiple job locations. I'm wondering, How do other companies have ST Web Connect set up to export invoice...
We received an overpayment from a customer. In the past we could just add the full amount of the payment received leaving a negative balance on the account, then issue a refund-credit card in a negative amount and were done. The refund was processed ...
This is confusing and cumbersome and has increased our workflow times 4. Even the webinar is hard to follow. Why are we fixing things that aren't broken? I used to could add a refund without an adjustment invoice and could see that refund on that inv...
The new refund process is cumbersome and unnecessary. Before you could simply enter a negative refund payment and the process is complete. Now you have to go through multiple steps of creating adjustment invoices and and adding tasks and then deletin...
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 ...
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...
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...
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...
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
Has anyone been audited for flat rate? We are going flat rate and would like the invoice to not show the tax line can this be done?
| Subject | Author | Posted |
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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 |
