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?
Posts
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 ...
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...
Tools Required Checklist (Plumbing)
Hello! I recently misplaced our sheet that has a list of tools "required" or recommended that our new hire techs have in order to be able to get to work in the field. Please share yours! If you prefer, you can email me at maria@scottharrisonplumbing....
Resolved! Pantheon Slides Are Now Live!
The Pantheon Slides are now in the Pantheon 2022 Category!LINK
Service in your Name...But not in your support
You call yourself ServiceTitan, but getting technical support from your company is nearly impossible. No where could I find a support number to call, you don't have a real direct link to support on your menus, and when I contact my "SUCCESS MANAGER" ...
Resolved! Does Service Titan Care About the Rest of Us?
We pay the same as HVAC/Plumbers/Electricians but get little to no respect from Service Titan when it comes to value added features. I understand business dynamics, that HVAC is you larger customer base, but how many others are like us and have to us...
Search by User Activity
I would like to search for activity by user. Specifically the POs I create, the notes I make and projects I am involved with.
Follow Up Board
I feel like I saw this before, but can't find it. I'm wanting to change the default follow up date. Currently it is set to 2 days if the Technician doesn't change the date manually at the end of the apt. However, we have many instances of going throu...
CUSTOMER PORTAL
Can the customers access their accounts from the customer portal? Can they see a history of work done? Pictures? If not, is there a way for the customers to access their accounts to see such things?
