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Placement for Technician Notes

It would be great if above the invoice summary there was a box called technician notes where they would live and not populate onto the invoice. The process for our company at the moment is the technician notes and billing notes have to be copied and ...

HD by New Contributor
  • 2211 Views
  • 1 replies
  • 5 kudos

Duplicate items

I'm wondering if others have the issue with duplicate items on an invoice and how you find them easily.It would be nice to be able to sort and find any duplicates and/or it notifies tech's & sales doing estimates they already had that item on there.

darbym by New Contributor
  • 3081 Views
  • 2 replies
  • 0 kudos

Partial Payments for jobs not ready to complete.

How do you deal with partial payments? Several of our customers pay a deposit and then the rest upon completion of the job. The problem is I can't batch and export the invoice until the job is marked complete. So how do I batch and export the payment...

Rita_C by New Contributor
  • 8447 Views
  • 9 replies
  • 0 kudos

Invoice Templates

Hey everyone!Our company is looking to update our verbiage on our invoices. Anyone willing to share some ideas of their invoice message, authorization paragraph, and acknowledgement paragraph?Thanks in advance!!!

chelsiebogel by ServiceTitan Certified Administrator
  • 2437 Views
  • 1 replies
  • 0 kudos