Posts

PCI Compliance

Our company failed a PCI compliance test and I am curious if anyone has recommendations of service providers to help with the PCI compliance process and questionnaires? I am a little overwhelmed by the 150 questions about our computer network and hav...

serickso by ServiceTitan Certified Administrator
  • 3073 Views
  • 3 replies
  • 1 kudos

Invoice Email Confirmation

We have an unacceptable amount of email invoice recipients which say they never received there emailed invoice.It would be very desirable we could log if they have opened the invoice and the date/time (similar to the estimate program). Better yet... ...

NY Capital Improvement Process in ST - Advice

We operate solely in NYS, and to comply with NYS capital improvement laws, when a job meets the CI criteria, rather than collecting tax from the customer like on our regular service/maintenance jobs, it is our responsibility to sum the total of parts...

dollface by New Contributor III
  • 1993 Views
  • 2 replies
  • 3 kudos

Tax Setup for Flat Rate Residential Service Work in CT

I'm wondering how other flat-rate HVAC / Plumbing companies in Connecticut set up their taxes in ServiceTitan. Should a flat rate service company setup a tax zone with a material tax rate or service tax rate of 6.35%? The problem is, with enhanced sa...

isherman
by New Contributor
  • 1846 Views
  • 2 replies
  • 0 kudos

Resolved! Printing Invoices

This is kind of an out there question, but for those of us who keep a hard copy of all the invoices as a backup for our business records, is there a way to set it up so that a completed invoice will print automatically either after payment is receive...

WRS by New Contributor II
  • 2809 Views
  • 3 replies
  • 2 kudos

Resolved! Mobile Check Capture

It would be so great to be able to use the mobile check capture feature from the office side for checks that get mailed from commercial customers. I would be happy to login to my office account on a mobile device to be able to capture the photos. Thi...

Refunding overpayments in new Payment Collection System

I’ve spent a lot of time working in a test environment with the new Payment Collections system. One pitfall I fell into is a killer, but thanks to @plewis from Service Titan, (a very smart person on this process), I found a way out. Specifically, on ...

michael21 by Contributor III
  • 2792 Views
  • 4 replies
  • 3 kudos

Resolved! Invoice Details - Customer Provided P.O.

There are a some cases where our customers have to provide us with a P.O. for a commercial membership sale/renewal. The only place to add this P.O. is under the invoice summary or under the task description itself. I think it would be nice to have a ...

emilybur by New Contributor II
  • 1984 Views
  • 2 replies
  • 0 kudos
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