ServiceTitan Community

Is there a way to edit the statement categories or layout? It would be nice to clean this up and be able to use it more.

I have a customer that says we charged her 2 times on her cc and she sent me the statement. I dont see anywhere on her account that we did. Can you help me find it so i can refund and unapplied payment

Can anyone please tell me where I would find things such as how to enter and receive a purchase order? Or how to reconcile credit card statements. Basic Admin duties. Mostly everything I see is for call center or doing a tech call but nothing for Admin.

Is it just me or is the new update for accounting to access batches completely awful? It is so much more confusing .

Just looking for ideas of how everyone handles their collections of outstanding invoices Thanks

What can we do about the web appointment scheduler assigning a specific BU to a request for service? IE Having someone book an appointment for a PM service when we don't have a PM tech available for the time frame a client is requesting.

Hi! Looking for others that BILL FROM THE OFFICE SIDE! Our techs do not add charges to invoices or collect payment on the job bc we are mainly new construction. How do you tell your techs to "complete" appointments so you can keep track of which to bill?

I have seen where several people have asked about signing documents electronically. (docusign, etc...) Can anyone tell me if as of today 4/28/21 if Service Titan has this capability?

Meghan, I am onboarding (HVAC) with Service Titan and have watched so many videos about Price Books but still have some questions. Are you open to answering a few if you have time?

We sell various complete system packages. For instance an A/c, Heating, etc system that is made up of various material and equipment. Do I set that up as a Package System under Equipment and the add each item to the materials that makes up that packa...