Resolved! Editing a batch name
Please ad the option/ work flow to edit batch names!
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...
Is there a way to include the appointment date on the invoice? We have found that it is nice to include the date/s that the technician was on site in the invoice for the customer. Especially when the job has more than one appointment on it due to par...
We've had a couple situations where we had a customer send in a singular check meant for two accounts, is there a way to apply that to the two separate accounts, or is that not doable?
So, I finally think I have a handle on how Titan and Quickbooks handle the transaction when an inventory tracked item is added to a job PO. In Titan, the items are added to the equipment or materials section of the job at 0 cost, while the cost is ob...
a nice feature to have in Service Titan would be the ability to send an invoice thru text message. We have a lot of customers who either refuse to give us email or just don't have/use email. Everybody seems to use text
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