We use a third-party financing company that does take a percentage of the total amount financed, and depending on the plan given to the customer, the percentage changes. And the issue is currently that when we note that a customer pays via financing,...
I am interested in hearing what other people are doing when it comes to purchase orders? Our techs may buy 20+ items from a vendor but it's just not doable to have them put in every material and piece of equipment.I would love to hear how others are ...
ProblemCurrently, there is no way to apply a specific dollar amount discount (e.g., $178.42) to an estimate in the field without creating a new discount item each time. This limitation creates inefficiencies when finalizing sales, especially in situa...
Good afternoon, is there a report we can attach to the Dashboard that will include all paid/unpaid invoices? We only see our revenue on the dashboard that is linked to paid invoices. We would like to track/see our "daily" revenue including these, tha...
Hello, I have 2 EIN’s/2 LLC’s that operate different CRM’s. My plumbing llc is with titan and my hvac is with payzer ware. My rep, when signing up told me this was no issue, and have been hitting road blocks ever since. Has anyone done this and how c...
Hello there I am looking for some training for Quickbooks and service titan I have never used quickbooks and do not want to point my team in the wrong direction for training please help if can
Can anyone who exports invoices to Quickbooks online please share which reports they use in QBO to compare revenue / income between ST and QBO?
How to adjust invoice for Green Sky Fee?
Hey Guys - Need some help here!We are trying to create an efficient way to manage warranties on equipment but cannot seem to find a way. Here are the scenarios. Manufacturer Warranty: If we service equipment under warranty we will be charging the cus...
how do we print a customer history report showing all invoices paid and unpaid and the payment details
