I was recently told by one of our customers that I need to have the same style invoice all the time. That would not be an issue if I could edit my invoices in service titan once they have been exported. With the system now I can only adjust an invoic...
What is the process for cleaning up small balances under say 2 dollars? I've got a lot of people who just paid the incorrect tax amount and their balance is like 26 cents.
how can I add a fee for credit cards to automatically show up on invoice when paid with a credit card
HI I was just on hold for 50 mins trying to get someone in customer service to help me with my question. I have tried to figure out with my accountant and we have can not figure this out. Does anyone know how i can get a more complex issue question a...
I love that we can now put a credit on the customer's account. No more pinned notes and csr's forgetting to mention them, technicians not knowing about them - sounds great!Except that technicians STILL don't know about them. They process over 90% of ...
For new home construction jobs, we work based on a flat rate big price paid across multiple stages of the project. However, we need to pay sales tax on and account for actual inventory items used.I have two options in our current process:1) Create Es...
We are funding our own in-house warranty reserve fund to help offset warranty costs not covered by our manufacturer. Any suggestions on how to bill ourselves through ServiceTitan to cover our labour expenses?I need the repairs to show on the customer...
We have been asked by a few good customers to split an invoice into two separate invoices AFTER they have received it in the mail (this is not unusual for these customers). We always get clarification when the job is booked as to who is responsible f...
Before ServiceTitan, we processed Finance Charges in Quickbooks Desktop. We just used the "Charge Interest" feature for the first time and I have a few suggestions:The field Interest Rate says 0.000. Because of this, I assumed it was already in % for...
we've been with ST for almost one year and we'd like to start charging late fees on our customers that have not been paying on time. We have the Payment Terms turned on, and would like to charge each customer that is outstanding for 30days a $3 charg...
