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...
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...
For new home construction jobs, we work based on a flat rate big price paid across multiple stages of the project. However, we need to pay sales tax on and account for actual inventory items used.I have two options in our current process:1) Create Es...
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...
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...
Hi, is there any way to add a line or change the invoice template? I need to add a line to the "bill to" section.
Looking for ways that other users handle customers with past-due balances. There isn't a way to put customers or locations on "credit hold", which would prevent scheduling jobs until the "hold" was removed by an A/R collector. Is a "Credit Hold" tag ...
Have a customer that sent in a deposit on work, then his builder called in for the same work, and it was billed under the builder. Now builder owes us $$, and the deposit is on the Customer account ? Cant refund the customer and expect him to pay his...
Has anyone figured out a good way to create an available credit on an account other than applying an overpayment? I have a customer who has no balance and i need to put a credit on her account to be applied to a later service. I have tried doing a ne...
I think it would be handy if you were able to see what attachments were sent with an invoice.
| Subject | Author | Posted |
|---|---|---|
| 10-16-2024 08:50 AM | ||
| 09-30-2024 08:23 AM | ||
| 09-26-2024 06:25 PM | ||
| 09-26-2024 10:27 AM | ||
| 09-25-2024 06:31 AM |
