Posts

Quickbooks classifications.

Is there a way to classify my invoices from Service Titan that they go into our 4 classifications in Quickbooks without me manually doing it every week? We have Installation Plumbing, Installation HVAC, Plumbing All and Service-HVAC. I never knew bef...

Resolved! Is there an easy way to correct it when a technician marks an estimate "perform work later" when it should have been "perform work now"?

Right now we have a super roundabout way of dealing with this due to these factors- We need the estimate to stay sold to have accurate reporting of my technicians numbers, although I can manually add the tasks to the invoice easily I can't just delet...