Posts

Tasks No Longer Showing Up On Invoices

We can no longer get tasks to show up on our invoices. All that displays on invoices are the job summary and job total. I have tried every setting and configuration I know of to fix this issue, but nothing is working. We are getting some upset custom...

Editing Credit Card payments on Invoices

WHY, WHY, WHY, WHY!!!???Why did they have to change Credit Card payments on the Invoice? Now you can't edit the card payment from the invoice. Or delete a $0 failed payment. NOW after the last update; you have to go to the Customer Profile page, then...

LA_Barker by New Contributor III
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  • 0 replies
  • 3 kudos

Assign Invoice Notification Idea

Found this idea and figured I would promote it...just starting to dig into invoice assignment.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4340

MirandaMel by ServiceTitan Certified Administrator
  • 264 Views
  • 1 replies
  • 0 kudos

Payment Terms

Hello All,I have searched the current community boards and have not been able to locate assistance in this specific topic and maybe I'm missing a setting in Titan. I wanted to check with the community.In the initial Customer set-up, the ST system all...

josh_via by New Contributor III
  • 621 Views
  • 3 replies
  • 1 kudos

Empty Invoices

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...

Natalie07 by New Contributor
  • 1023 Views
  • 5 replies
  • 2 kudos

Financing Dealer fees

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...

HBromberg by ServiceTitan Certified Administrator
  • 441 Views
  • 1 replies
  • 0 kudos

Job Summary

How do I get the Job Summary to automatically appear on the invoice?

Urgent Need: Invoice Item Deletion Feature

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 ...

MesaCSR by New Contributor
  • 566 Views
  • 1 replies
  • 0 kudos