Not sure if this is where this question should be...So sorry in advance if this is the wrong place. I have technicians who aren't putting tasks in their invoices. What will this do in the long run? So, I have invoices that are for warranty calls whic...
Hello,What is the general concensus for handling financing dealer fees? We are thinking about adding 1 or 2% to all pricing to cover those that finance. We would limit our options for what financing we would provide and try to cap the dealer fee arou...
How do I get the Job Summary to automatically appear on the invoice?
Hello, we're urgently in need of a way to prevent certain techs of our choosing from deleting items added to invoices. I appreciate that we can prevent them from changing prices on estimates, but that doesn't go far enough. We have at least one tech ...
We are hitting a snag here. For accounting reasons, we would like to see the date the invoice was actually sent via email, and/or, have the ability to re-age the invoice based upon the date the job was completed.As it is now, the invoice date is auto...
We noticed that when you receive a payment on one business unit, it cannot be split with an invoice on a different business unit. There are commercial properties and even some residential that will pay multiple invoices with a single check. Without e...
We are really disappointed with the new invoice design. It looks very unprofessional and appears to be off center and crooked. The company info looks misplaced in the center of the invoice. United States is put in to two separate sentences. Overall, ...
Hi, Service Titan community! I searched this topic and found nothing in the advisor or discussions. We charge our customers a same-day cancellation fee, and I do not see a workflow for this process. I cannot add a fee to the invoice because any items...
Is it possible to go into a customers' account, group up all outstanding invoices, and send them at once?I'm not sure if there is functionality for this yet. I'm stepping into a role here where previous sewer jobs were not associated with projects. A...
We had an irrigation technician complete 2 turn-on services this weekend that were not on his schedule. They are currently opportunities. How do we get these pushed through for invoicing?
