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 ...
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 ...
The ST-62 release notes mention that the along with the new Client-Specific Pricing Builder, there is a new feature that allows us to choose whether to honor an estimate price or update it with the actual time + materials cost. It links to this artic...
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...
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.
| Subject | Author | Posted |
|---|---|---|
| 03-06-2025 09:47 AM | ||
| 03-05-2025 09:32 AM | ||
| 02-27-2025 09:32 AM | ||
| 01-22-2025 11:24 AM | ||
| 11-20-2024 02:30 PM |
