Auto batching
Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations?
Posts
How do you guys Invoice shipped materials without a job?
We ship a lot of parts to customers that have multiple locations. We have been using the POS system but it does not let us add a PO# or ship to location. Putting it in the job summary just looks incredibly unprofessional. How are you guys doing it?
AIA Billing $0.01 Issue
Hello Titans! I was wondering if anyone has had an issue with AIA billing, and getting to 100% and it wont process $0.01? It has happened several times on my end where, say for example there is $609.10 left to bill and we go to bill that amount to bi...
quickbooks training
Hello there I am looking for some training for Quickbooks and service titan I have never used quickbooks and do not want to point my team in the wrong direction for training please help if can
Resolved! What are rebate best practices?
Hi All, How are we putting rebates on invoices? These specific rebates are not instant rebates so they will not affect the invoice price. Are we creating a Task and changing the description? Are we just including it in the body of the estimate descri...
Collections and Tasks
Hello,Does anyone use the Task feature in ST when doing collections on customers?
Refunding Sales Tax
We have a new customer that is non-taxable but did not let us know until after we created the invoice and exported it. What is the best way to credit back the sales tax on my customer's invoice? Ideally, it would reflect on my Sales Tax report someho...
Trane Warranty Credits
How do you all set up ServiceTitan to process Trane warranty repairs? We'll perform a warranty repair where Trane sends us the part for free, and reimburses us for the labor costs (a set amount per labor hour.) For job costing purposes, how should we...
Refunds
I have a customer that paid with a check she has decided not to move forward with the work and we already deposited the check we did zelle her back how do I refund it thru Service titan it does not give me the options on paying cash or sending thru z...
Workflow to Notify or Alert someone before closing a job out from the Office
Hi All! I'm looking for a creative way to have my admins get an alert or something that stops them from batching an invoice if there is still an open PO. We have a checklist but looking for something a bit more "loud". Thanks in advance!
