Accounting

SMS Customer Statement Log / Invoices

Can there be a section that shows invoicing history for SMS? Similar to the Marketing Activity section. Can there also be an email & sms history of all invoices? even the ones that are not attached to a job

Customer Statement Log / Invoices

Can those sections also be available on a location profile too?

Invoices

I feel like it would be a lot easier if we had an option to add an invoice under a job without having to create a whole new job. And the technician being able to create an estimate on the app under a customer without having to book another job for it

ST Updates

Hi everyoneWe have been on ST for about 3 years now and with the latest update, something wonky happened with our old invoices. Any job that was previously cancelled is now showing a balance on the customer's account- not on the AR report but on the ...

Project Invoicing vs Job Invoicing

Good Afternoon! I am just getting introduced to the invoice process and I would like some clarity on a few items.We are an HVAC Commercial business - we have a Service Department and a Construction Department. I am trying to determine the differences...

How do you guys Invoice shipped materials without a job?

We ship a lot of parts to customers that have multiple locations. We have been using the POS system but it does not let us add a PO# or ship to location. Putting it in the job summary just looks incredibly unprofessional. How are you guys doing it?

Workflow to Notify or Alert someone before closing a job out from the Office

Hi All! I'm looking for a creative way to have my admins get an alert or something that stops them from batching an invoice if there is still an open PO. We have a checklist but looking for something a bit more "loud". Thanks in advance!

Quickbooks Online Income Reports to Match Service Titan Revenue Reports

Can anyone who exports invoices to Quickbooks online please share which reports they use in QBO to compare revenue / income between ST and QBO?

Resolved! Techs REQUIRED to be Assigned to Materials/Equipment on Invoices Before Batch?! SOS

Hi everyone! I am having a pretty frustrating experience and I am really hoping this discussion board can help. When an invoice is created with materials/equipment, Service Titan forces me to assign a tech to every. single. line item before I am able...

"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...

ServiceTitan Community

Posts

SMS Customer Statement Log / Invoices

Customer Statement Log / Invoices

Invoices

ST Updates

Project Invoicing vs Job Invoicing

How do you guys Invoice shipped materials without a job?

Workflow to Notify or Alert someone before closing a job out from the Office

Quickbooks Online Income Reports to Match Service Titan Revenue Reports

Resolved! Techs REQUIRED to be Assigned to Materials/Equipment on Invoices Before Batch?! SOS

"Pull" invoices from Quick Books for editing after exporting