Reconcile Pricebook Error
Has anyone ever got an "Internal Error" message when using the Price Book reconciliation tool? If so, any ideas on how to fix it?Thanks
Posts
Is Service Titan compatible with Quickbooks Online
Is Service Titan compatible with Quickbooks Online?
Resolved! Bulk Emailing Invoices to Customer
Hi, it would be awesome if there was a way to send a customer all of their invoices at once, vs having to go into each invoice and emailing it. I have a customer who wants all of their 2022 invoices, so that would be helpful. Thanks!
Resolved! Can we accept eChecks via Service Titan?
Can we accept eChecks via Service Titan? Not directly into our company's account, but within ST? How does your company deal with eChecks and routing? Can they be routed thru Service Titan? That would be sooo ideal. Help, please. ~alicia p.
Credit card swipe for Tech
We are relatively new to ST. We use ipads with our Tech. We were told we can get a lower credit card rate if we get clients to "swipe". Our challenge is ST finance only offers a separate bluetooth device to do this. It doesn't work great for our team...
Feature Request: Required PO Field for selected locations/customers
My company would benefit from the ability to impose a required PO field on the location and/or customer files of selected customers. Currently, such a field could only be implemented if it was a required field for all files, indiscriminately. As only...
Resolved! Company phone number on invoice
Is there a way to add our company's phone number to our PDF's of our invoices and statements? I have our company name and address, but no phone number. Thanks!
POS Invoices, Active Payment
I keep getting this alert when trying to print/add payments to POS invoices. I can't get past it. Ideas?
Save and Add to Batch Feature - Editing a Payment
I noticed the "Save and add to batch" option when editing a payment was removed during the latest update. I chatted with ST support about it, and they confirmed that is correct. I was informed to bring my suggestion to bring back the feature to this ...
Payment Receipts
Should be able to easily email a payment receipt without having to log into the gateway, find the transaction, copy the clients email from ST, go back to the gateway to finally email it. 80% of the time people pay at time of service and the invoice i...
