The new payment module - the way it is constructed has added extra steps to my work flowin the past - a credit could be issued on an invoice and then a negative payment to offset the credit ( all done prior to exporting)NOW - I issue the credit - hav...
We need to have different options for exporting payments from Bills to Quickbooks. Currently the payment options we have are:Paid through Service TitanPaid through Accounting SoftwarePrint CheckNon Check Payment(if don't click box for Print Check)We ...
https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-755COMMUNITY-I-755It would be helpful to be able to see the AR balance (credits/amt due) per service location instead of the customer on the call screen/location screen. It’s hard to deter...
COMMUNITY-I-2212 We need audit trails on EVERYTHING but specifically on invoices (without a job) and non-job events. It makes life so much easier when I can see the scenario and know who to ask if I have questions!
We have had customer requests to show the tax breakdown on invoices with a combined sales tax. Right now it is only showing a lump sum for the 2 different taxes? Thanks
Is there an option to pay the techs a monthly commission on a monthly membership they sold? If not an option how do others do this and/or keep track of monthly memberships that are sold to pay techs their commission?
Can ServiceTitan integrate with multiple QuickBooks accounts? The company I work for is purchasing another business. We want to have two separate QuickBooks accounts to keep the financials separated, but use our one ServiceTitan account for both comp...
We're having some challenges with this new process and wanted to see if anyone else has figured out work arounds.1. When a tech needs to add notes or work on estimating a repair, our Dispatcher adds another appointment to the already completed job. W...
Looking if anyone knows how to delete some history or audit trail on a invoice. Our Tech applied a payment to incorrect customer . I unapplied the payment but the history says I deleted a cash payment. I would like to delete this to make it correct.
Is anyone able to tell me if there is a way to make our estimates include the image that is associated with the equipment?For example:Our techs are in the field, create several estimate options, and can click Present while in front of the homeowner. ...
