PO's and how they export
When a PO export into QuickBooks's. On the Customer job of the bill, it only goes to the customer’s name, but the credit goes to the location. I need the bill to go to the location as well.
Posts
ServiceTitan Webconnector in Rightworks
Hello All,I recently upgraded our Company's Quickbooks Desktop to the web hosting version through Rightworks. Everytime I try to connect the webconnector I get stuck on step 1 with the following error code:Credentials validation failed. "Token valida...
Service Titan API - Pagination in Power Query / Power BI
I can't seem to get the pagination to work correctly so I can grab all the invoices. This is in Power Query / Power BI. Couple of requirements1. Call all information till no more records are available2. Incremental refresh so it only looks for record...
Zapier Automation - Create Project
With our previous CRM/FSM software we took the estimate information and transferred the information in the estimate into a customer contract. When we came to ServiceTitan we were unable to do it that way. I was informed about Zapier but didn't have t...
Zapier Module (Find Project) has a bug
The Project ID is in IDWhen the test is run the data is all wrong, and It says in the preview that it is searching the Invoice ID, not the project ID.
Integrations
Does anyone have a list of all the Integrations ST is compatible with?
Zapier API Updating Projects Custom Fields wipes out all other custom field data
I have 2 custom text fields on projects that contain customer submissions I'm sending in from Google sheets through Zapier, Service Titan Update Projects Module. Both custom fields update as expected, but when existing data is in one custom field and...
Alert Notifications
Is there a way to create a custom "from" email address and / or subject line for each alert email. For instance, if a replacement job is sold and a "sold job form" is completed, I would like the email to be from soldjobs@mycompany.com and the subject...
Technician Reassigned
Being a service company we are constantly adjusting the schedule and reassigning Technicians to booked jobs. There is not a way to notify the craftsman of a job being reassigned to them and we are having to rely on texting them to notify them of the ...
Setting up a Alert for expiring memberships
Hello everyone- I am trying to figure out how I can set up an alert to be notified when we have a membership that is getting ready to expire.
