ServiceTitan Community

Is there a simple way to put together a detailed estimate for a customer including labor, materials and sales tax but present to the customer only a single price for the entire project estimate and invoice?

How do you remove a credit card from a customer's payment method?

How to shut off price on line items for specific invoices, not all of them?

When we make an estimate for system installs we like to add all of the items so the customer can see each thing and have the details. We don't want the customer to see the prices broken out for each item though, for several reasons. This issue contin...

Added an invoice to the wrong job. How do I remove the invoice from a job, and add it to another.

Suggestion: Please allow admin privileges to be able to delete invoices. Even in accounting software such as QB, invoices created in error are easily taken care of by those who have permissions to do so.

If you click on the refund icon next to a payment why does it not create a refund "payment" so that the invoice�s balance is accurate?!

It will process a refund to the credit card, but it doesn't change the balance due on an invoice and because it doesn't allow a negative payment I cannot manually enter one. I have to create an adjustment invoice (after the original has been exported...

Is it possible to set up automatic payments for an Invoice? Not for a membership, but for a regular invoice.

I have several customers we offer payment plans to and it would be nice to be able to set up auto-payments for that to occur each month.

Purchase Orders and Pricebook need to be enhanced to work better together. When receiving a Purchase Order, price changes should automatically update in the pricebook. we should not have to take an extra step to update the cost in the Pricebook

I like the new option for collecting and applying payments but it took away the option to batch payments from the invoice screen. This was a crucial part of my workflow. Any help on a work around or maybe ST will bring back that option!