ServiceTitan Community

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...

How do you handle deposits for a sold job? If I batch and export them before the work is done, it will show up in QB as a (-)amount. Thanks

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...