Posts

Job Assignment - Post Completion

Once a job has been completed by one of our technicians and the job is closed, there are many steps that job goes through after this before it can be invoiced or batched, whichever is necessary. (i.e. Adding a PO# (sometimes, waiting to hear back fro...

Flat rate pricing programs

Are any other contractors utilizing a Plumbing and/or HVAC flat rate pricing program via Service Titan? If so, which one and how has your experience been? We are currently looking for a different one. TIA!

Preauthorize Credit Card

Would love to see the ability to pre-authorize a credit card for services without charging the card

serickso by ServiceTitan Certified Administrator
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Resolved! formatting invoices

I have been told that I can't change the format of the invoice that is created within Service Titan, and unfortunately the current format does not lend itself to a left dual pane window envelope. how does any body out there mail invoices to customers...

office invoicing

There are occasions that the office has to create an invoice for the customer. Office creates invoice.When invoice is created it populates auto generated section for "authorization" Customer agrees to XXxXxX amount and signature field Customer is sat...

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