I would like to edit the invoice and estimate templates. How do I do that?
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...
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!
Currently through a gated feature you can hide line item pricing, but that applies to all the invoices. Could we make the feature able to be toggled on invoice type on the Payments and Invoice Type screen? That way customers can choose an invoice typ...
Would love to see the ability to pre-authorize a credit card for services without charging the card
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...
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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