Would it be possible to have an alert type for when returns are credited that can be sorted by business unit. The reason/use for this alert would notify the managers of those business units that a return has been credited. It would also be great to h...
Only one of my technicians is having an issue with greensky not working on their tablet. we have completed the training multiple times and its still not working.Has anyone else experienced this issue?
We can no longer get tasks to show up on our invoices. All that displays on invoices are the job summary and job total. I have tried every setting and configuration I know of to fix this issue, but nothing is working. We are getting some upset custom...
Does anyone have a good process for following up on invoices at regular intervals for collections? I need my collections department to have a process for this that works with ST and so far I am unable to build a report to accomplish this - it would b...
Is there a way to "pull" invoices back to ST for editing? We are having a time with NSF's for ACH's due to incorrect account numbers being entered in the field. This would make things much easier if this is possible as opposed to making an adjustment...
I compared P&L reports between Jan 2023 and Jan 2024. We got on Service Titan in May 2023. The COGS account in each report looks drastically different. In the 2023 report, i see all the costs of all the items sold on invoices in the Debit column. In ...
Is there any reason to keep the "failed" credit card transactions, or is it okay to delete these?
My AP team was looking to be able to filter their Vendor receipts by Location/Business Units to review and batch them separately. It turns out the filter is not applied to the Vendor Receipts table due tot he Business Unit field not in the table for ...
WHY, WHY, WHY, WHY!!!???Why did they have to change Credit Card payments on the Invoice? Now you can't edit the card payment from the invoice. Or delete a $0 failed payment. NOW after the last update; you have to go to the Customer Profile page, then...
I am noticing that recently many customers are being marked non-taxable on our end. I have not found a pattern to this. Any ideas?
