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Resolved! Customer Payments

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?

Inventory tracked items on a job PO

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...

michael21 by • Contributor III
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  • 1 kudos

Invoice sent thru text

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

smatney by • New Contributor
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  • 6 replies
  • 17 kudos

Resolved! Adjustment Invoice Notes

Wanting to see adjustment invoice notes from the original invoice instead of clicking on the pencil

H_Imbach by • Contributor
  • 2141 Views
  • 1 replies
  • 0 kudos

Emailing an Estimate

Has anyone come across a way to change the email address that sends the estimates to the customer? Ours keeps generating a no reply email address and several are getting rejected by customers. Any suggestions as to how we can make that look a little ...

lschwartz by • New Contributor
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  • 1 replies
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Signatures from estimate to invoice

Is there a way for signatures from an estimate can transfer to an invoice once the estimate is converted? We are having our customers sign estimates and then sending them the invoice to sign again. I feel we're asking for too many signatures and hone...

ddmcrystal by • New Contributor II
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  • 1 replies
  • 0 kudos

Apply Finance Charge Screen Needs Edits

Before ServiceTitan, we processed Finance Charges in Quickbooks Desktop. We just used the "Charge Interest" feature for the first time and I have a few suggestions:The field Interest Rate says 0.000. Because of this, I assumed it was already in % for...

Merging Customers in ServiceTitan when using Quickbooks Online

Hey all! Give me all the Quickbooks Desktop questions and many of the Sage Intacct questions and I can answer them, but we're on QBO at my new company and I need help! We merged a customer in ServiceTitan (each location was imported as its own custom...

JessicaSmith by • ServiceTitan Certified Administrator
  • 2499 Views
  • 2 replies
  • 1 kudos

membership billing batch is to large to export

We bill our memberships on the 1st and 15th of each month. This creates 3 batches (successful, failed, unattempted). Our Successful batch is usually about 300-400 invoices. I am looking for a less time consuming way to break that batch down in smalle...

klemagie by • New Contributor
  • 2103 Views
  • 2 replies
  • 1 kudos

Customer data export

I would like to have the ability to export new Customer and location data to QBD prior to a job/invoice batch export. Anyone else?

tlee5200 by • New Contributor II
  • 2091 Views
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  • 0 kudos
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