Accounting

Posts

Follow Up for AR Management

Please vote for this idea if you like and would find it useful! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6550Open Balances and AR management are an important "follow up" workflow, but there is no dedicated place to make notes, have ...

jbulman by New Contributor III
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Costco Invoice workflow for Service Titan and Quickbooks

My company is a vendor for HVAC equipment being sold through COSTCO. We sell a job for a set amount and the customer pays COSTCO directly and Costco sends us a payment that is 10% less the job. That 10% is for the Costco cash card. Is there anyone in...

generala2 by ServiceTitan Certified Administrator
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Warranty Labor Payment

I am new to the ST platform and am hoping for a little assist.We had a warranty repair in 2023 that was completed. It was invoiced with a zero balance, which was batched and posted last year. (Not exported)We recently received a warranty payment for ...

Michele_F by New Contributor II
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Process in Collection

Hello Guys! Just like to ask and know another process. What do you do for collecting? What is your process for that? Do you use something outside of Service Titan or just Service Titan?Appreciate you all

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