Posts

Do Not Service feature

We had created a tag for "Do Not Service" prior to the button the customer account being available. I have gone through and verified all accounts that had the tag now have the button clicked. While I was doing that, I found a number of accounts still...

seemore by New Contributor III
  • 189 Views
  • 0 replies
  • 0 kudos

Follow Up for AR Management

Please vote for this idea if you like and would find it useful! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-6550Open Balances and AR management are an important "follow up" workflow, but there is no dedicated place to make notes, have ...

jbulman by New Contributor III
  • 311 Views
  • 0 replies
  • 1 kudos

"Pull" invoices from Quick Books for editing after exporting

Is there a way to "pull" invoices back to ST for editing? We are having a time with NSF's for ACH's due to incorrect account numbers being entered in the field. This would make things much easier if this is possible as opposed to making an adjustment...

eladner by New Contributor
  • 752 Views
  • 3 replies
  • 2 kudos

Collecting Customer Deposits and Managing Sold Estimates

Hello ServiceTitan Community!New to ServiceTitan here, in the Garage Door industry! We're in need of some extensive help and recommendations on how you all record taking a customer deposit. Putting the Pricebook aside, we all understand how customiza...

ZachHawk by New Contributor II
  • 2240 Views
  • 13 replies
  • 4 kudos

bills exporting with class

I have quickbooks online, and the bills will export over but they don't export with a class, Why is this? I was told that it wouldn't have class, it needs to have a class

nashvill by New Contributor
  • 896 Views
  • 3 replies
  • 0 kudos

Moving Payments

Is there no easy way to move payments from one account to another?

SheriKro by New Contributor III
  • 1198 Views
  • 4 replies
  • 1 kudos

Accounts Receivable Aging Report - ST reconciliation to QB

When running the AR Transaction and AR Transaction by Customer Report, how are the aging buckets being calculated? Are the aging buckets based on invoice date or invoice due date? Additionally, I am noticing instances where the total column in the re...

Marc2023 by New Contributor
  • 699 Views
  • 1 replies
  • 0 kudos

Managing a Customer's Billing History

I'm struggling with situations where I need to research AR activity on a customer account. For example, I may have a job that involved multiple adjustment invoices in addition to the original invoice as well a multiple payments.How can I look at a jo...

Mr_Tim by New Contributor
  • 660 Views
  • 1 replies
  • 1 kudos