View saved credit card in mobile

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Is there a way that our techs can verify that a card has saved to a client file?  We are not looking for them to see the card number, just a verification that the number has saved.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning
3 REPLIES 3

Rachel_Young
ServiceTitan Certified Provider
ServiceTitan Certified Provider

If they are still on the job I think they could go back to the invoice and select pay like Sheena mentioned and then see it in the payment type dropdown, then just back out of that area. Might be good to refresh before that too πŸ˜‰

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hey @MirandaMel -- yes, on the mobile side when techs are on a job and go to invoice>pay, it will show if there is a credit card on file. Some companies also put it in the notes so techs know in advance before the begin the work!

Sheena @ NiFT

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thanks, Sheena!  I am looking more for when a tech sells a membership and can't remember if they clicked the box to save the card.  Instead of them having to reach out to the office, is there a way they can see it.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning