Posts

Financing

Why can the office side not send financing options to clients? Some of our estimates can be tens of thousands of dollars, and people need time to think it over. The tech cannot come back later just so they can stare at his ipad. We almost lost a big ...

Resolved! Survey

Is there a way to turn off the automatic survey sent by ST?

DamienJ5 by New Contributor
  • 1827 Views
  • 1 replies
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Resolved! How to change ST Community User Name?

This might seem like an incredibly lame question. That is because it absolutely is. I cannot figure out how to change my username here in the community. It cut off the last two letters of my name. It doesn't seem to be a character count issue as ther...

LeonWright by ServiceTitan Certified Administrator
  • 3204 Views
  • 5 replies
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Invoice pricing options

Is there a way to present an invoice with different options such as if you pay cash its this amount if you pay credit card its this amount with the fee and if you use financing its this amount with the fee?

nicholea by New Contributor II
  • 1794 Views
  • 2 replies
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Material Name instead of Material code on invoices

Does anyone know how to show the MATERIAL NAME instead of the MATERIAL CODE under tasks on printed invoices? IT is telling me no - is there some type of work around? (highlighted in yellow is what we want on the invoices that shows up on job invoice ...

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Form Fields Usable for Audience Building

Hi ST, As a company, we would find it amazingly useful if form fields could be called on within the location field on the Audience Builder. For Marketing Pro, we want to be able to harvest specific info to best serve our customers needs. We think hav...

Skyler by New Contributor
  • 1358 Views
  • 1 replies
  • 0 kudos