The e-mail template in ServiceTitan for invoices is just a generic, blanket "This is your invoice"-style template. What if there was a way to change that text (via a preset template) based on the AR status of the invoice? If the system knew automatic...
Is there a way to set up a plan for a customer to pay monthly on an invoice? Non Membership.
It would be great if a customer went to pay online, that they could pay via an ACH instead of having to pay with a credit card. I pay $1.00 per transaction when I receive money through quickbooks this way. Would be a lot better than paying the 3% cre...
It would be EXTREMELY helpful if Customers were a hyperlink in "Batch/Export Transactions" under the accounting tab. Customer names are already a hyperlink in so many other places throughout the system. Currently the invoice number is a hyperlink, wh...
We have a number of cases in which we receive a single payment that applies to several different customer's invoices. For example, a management company may require that billings go to the property, showing the property as the bill to. Once the proper...
There are certain surrounding cities/counties we service that are a little further out than our normal service area, and because of this, they incur an additional $25 Trip Charge. I already have Zones set up in our system for the different areas we s...
We work with numerous apartment complexes who want the exact same estimate for another unit within their complex. It would be much more efficient to duplicate an existing estimate and just edit the service location field. Would love to have this in a...
Is there a way to set a Tax Zone by Default? 95% of our customers are residential and if we can set this Tax Zone by default, it would save time and minimize the errors during batching, posting and exporting invoices and payments.
It my understanding that QB desktop will be going away and everything will transition to QB online. We are currently a QB Enterprise with advanced inventory user so we can do inventory in ST and that is what we were told we needed when onboarding. Do...
Our Quickbooks is aging invoices from the date the job is created. Why wouldn't it wait until the job is completed & exported?
| Subject | Author | Posted |
|---|---|---|
| 03-06-2025 09:47 AM | ||
| 03-05-2025 09:32 AM | ||
| 02-27-2025 09:32 AM | ||
| 01-22-2025 11:24 AM | ||
| 11-20-2024 02:30 PM |
