We just started using Servicetitan a year ago, some jobs from our new construction department got transferred over and we have invoices that show a balance but the bill has been paid. I remember watching a training video on how to bring an invoice ba...
This isn't my idea but also would be great to have it.Go vote for it.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3337
I noticed that memberships that are set to "all locations" are not calculating sales tax. Our system is setup to calculate sales tax based on the zip code that corresponds with a tax zone. Recurring billing invoices (Membership invoices) that are und...
I've worked with two companies that have used ServiceTitan. While at my previous company I was able to create an invoice for a customer without having to create a job first. There was always a button on the customer page that said "create invoice". T...
It would be awesome if the invoice date was always the same as the completion date. If someone accidentally completes a job and then it is reopened/rescheduled, the invoice date stays as the date it was first completed. If the invoice date is not man...
Is there a way to mass send invoices? We have about 30 jobs per day and need to send out all invoices at once. This one at a time is not efficient for us.
https://community.servicetitan.com/t5/Ideas/bd-p/ideas We would like to be able to turn OFF the "Potential Savings" feature but still have the "Membership Savings" show on all invoices. Currently they are linked together and it's all or nothing. I al...
Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2125We run a large number of transactions, and while I have seen the accounting reimagined webinar, it would still be nice to add the heads to the legacy...
It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...
I used the new Client Specific Pricing Builder to create a rate sheet for our time & materials billing. It is applied to all customers & locations.However, when I am invoicing, I notice the invoices have No Rate Sheet applied. I have to choose to swi...
