Accounting

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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!

LuST by New Contributor
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  • 3 replies
  • 0 kudos

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
  • 1381 Views
  • 1 replies
  • 1 kudos

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
  • 2993 Views
  • 3 replies
  • 1 kudos

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
  • 1397 Views
  • 1 replies
  • 1 kudos

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
  • 1861 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
  • 1684 Views
  • 0 replies
  • 1 kudos

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
  • 1362 Views
  • 1 replies
  • 2 kudos
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