ServiceTitan Community

Resolved! What are the steps for moving a credit over and applying a payment ?

Resolved! How to remove "Potential member savings" from all invoices in settings?

We haven't yet set an advantage plan up yet and customers sometimes call confused about why they didn't receive the savings. We'd like to disable until we have it set up.

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...