Accounting

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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.

alicia by New Contributor II
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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...

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!

ashleyle1 by ServiceTitan Certified Administrator
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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 ...

KWoods by New Contributor
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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...

ErikaF by New Contributor II
  • 1770 Views
  • 1 replies
  • 8 kudos

Default amounts when selecting payment type

So I have a minor issue. When our technicians are finishing with a client they'll ask how they'd like to pay. If a client says e-transfer the tech will select the e-transfer payment type and it seems to defaults to putting in the full amount owing. T...

jamehaze by New Contributor
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Auto Attach

It would be great if the PDFs that are attached to equipment could be sent as an attachment along with the estimate/proposal in the email. A lot of our customers like to have the manufactures brochures to look through when deciding which equipment th...

LisaHVAC by New Contributor
  • 1263 Views
  • 1 replies
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Bulk printing past due invoices

It would be helpful if there was a way to bulk print all unpaid invoices to be mailed to the customer.I know how to do it at the time I'm creating the invoices and I know how to print statements for the customers, but it would be helpful to be able t...

seemore by New Contributor III
  • 2213 Views
  • 2 replies
  • 2 kudos
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