Resolved! HVAC Companies in Texas using Flat Rate
Is there any HVAC companies in Texas using flat rate pricing, If so how is material taxes calculated without taxing labor?
Posts
How is everybody accounting for labor in quickbooks?
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...
Next Button - to move from invoice to the next invoice
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...
Appointment date included on invoice
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...
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...
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
Resolved! Adjustment Invoice Notes
Wanting to see adjustment invoice notes from the original invoice instead of clicking on the pencil
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 ...
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...
