Shamelessly stealing the screenshot from @BCN because I don't have this update yet. This makes me SO HAPPY. And to be able to set it by job type, business, unit, tech, AND exclude specific customers?? This is a HUGE WIN! Thanks Yawl!
When reviewing batched invoices in the Accounting page "Batch/Export Transactions" fails to navigate to the correct invoice and returns an application error. This error is because the URL for the invoice is being given the Invoice number rather than ...
Curious to hear anyone else's solution to payment receipts, especially for credit card payments.Our challenge: There currently is not a feature to print payment receipts. You can print an invoice, which shows applied payments at the bottom, but there...
We have an invoice where a technician, during training, ran his own card for a $17,432.00 payment. The payment didn't go through, and was deleted on the invoice. Now the payment is still showing on the Accounting page under unbatched payments. Is the...
Please ad the option/ work flow to edit batch names!
Here is our dilemma. In Texas, we are required to charge sales tax on materials in Service Titan for Residential customers and sales tax on total ticket for Commercial customers. We have a resale certificate with our suppliers.What is the best way to...
When an invoice is emailed to a customer but chose *hide items* for invoice style when customer goes to 'Make A Payment' a task breakdown is provided in online payments. If the invoice was not provided with a break down is there a way remove the task...
Is there any HVAC companies in Texas using flat rate pricing, If so how is material taxes calculated without taxing labor?
Labor is a large KPI for me and keeping labor percentages at known and accepted values by department, class or business unit (pick your favorite name). Service Titan exports labor as one lump sum - not by BU (business unit). How are you accounting fo...
Is there anyway to get a next button while in the invoice view to move to the next invoice within our list we have already filtered down to or does anyone have a way to move to the next one without going back through "accounting" to then click on the...
