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...
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...
