Accounting

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More options on the AR Management Tool

Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2121We do a lot of volume and it is very time consuming to go through each and every customer that has open AR. The ability to send statements to all ope...

AdamCronenberg by ServiceTitan Certified Administrator
  • 3536 Views
  • 5 replies
  • 9 kudos

POS Invoices

Posting here per support's recommendation. I was looking for a way to send an attachment with the the counter sale POS invoices. Our customers sign a hard copy of the invoice and we like to attach those to the email invoice copy we send out. This is ...

NBeebe18 by New Contributor II
  • 3140 Views
  • 3 replies
  • 2 kudos

Adding equipment to invoice when the Qty is more than 1

We add the equipment to tasks on the invoice for tracking purposes and for the customer's record. However, if the quantity is more than one, you can NOT add more than one piece of equipment. For example... (2) Tankless water heater maintenances. You ...

Auto Apply Credits

It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...

jhuck by New Contributor II
  • 2788 Views
  • 3 replies
  • 2 kudos

Automatically Apply Rate Sheet to Invoices

I used the new Client Specific Pricing Builder to create a rate sheet for our time & materials billing. It is applied to all customers & locations.However, when I am invoicing, I notice the invoices have No Rate Sheet applied. I have to choose to swi...

IDEA: Apply Discount to Only Materials or Labor

Vote for my idea! COMMUNITY-I-2032It would be great to have the option to apply a discount to only labor, materials, or equipment depending on the situation. We like to offer friends & family a discount on materials, but charge them our usual labor r...

Payment Fail on Invoice - Vote for an Idea

Posted an idea this morning to keep failed payments listed on the invoice until we delete them so the customer can see we did try to take it. Go vote for it if you think it is a good one. Thanks. https://servicetitan-community.ideas.aha.io/ideas/COMM...

dwhite45 by Valued Contributor
  • 1576 Views
  • 1 replies
  • 1 kudos

Billing a warranty reserver fund

We are funding our own in-house warranty reserve fund to help offset warranty costs not covered by our manufacturer. Any suggestions on how to bill ourselves through ServiceTitan to cover our labour expenses?I need the repairs to show on the customer...

kristent by New Contributor II
  • 3116 Views
  • 4 replies
  • 0 kudos
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