I'm struggling to find where to adjust the default business units for the "Batch/Export Transactions" page. Seven months ago, we opened a new location which required me to add 6 more business units. Now, whenever I'm batching invoices, all but the ne...
Service Titan does not allow us to edit invoice layout. I think this is a really basic feature that should be implemented. Changes that I would like to see implemented:Field(s) chooser: I should be able to decide for our company which fields appear o...
We have a customer that has overpaid on an invoice, but ServiceTitan only shows the negative balance on the customer record as a "Balance". Does anyone know of any way to convert this to a useable credit on the customer profile?
When is Service Titan goint to develop a real integration with Quickbooks Online? What we have now is a joke.
Hello to the Service Titan Community . My name is Brett Neal, and with my wife Seasha Neal, we are here to learn and share ideas about Service Titan. My first one would be getting Service Titan to match deposits in QBO, haha! But, seriously, we are l...
Can anybody explain to me what the "Allow AR?" checkbox does in the Customer settings? I can't seem to find much info about it. (yep, this seems like a pretty embarrassing question.)
I've reached out to the Payment Team about being able to accept Apple Pay in ST. The response was that we can accept Apple Pay with the chip readers out in the field. What I am wanting to do is accept Apple Pay / or have the customer be able to pay u...
Is there report to show payment terms for customers. Is this possible? I've looked through reports and don't find "terms" as an option. This would be a great report!
Hello all Is there any report where I can see sales by item? I would like to know how many times we've sold an specific item (it's service, no trackable).ThanksJuliana
What are some best practices or preferred methods of pulling a P&L Statement? Thank you in advance!Nik Lawhorn
