Since the sales tax setup in Service Titan is at the zip code level and in QuickBooks Online, the automatic sales tax calculations are at the street address level, we run into a lot of situations where the taxes do not match between Service Titan and...
Calling All Service Titan Users,,,, We need your votes. Service Titan requires votes to bring ideas to the front for changes. To bring back the old version view to the screen we MUST have more votes. In the "IDEA" section, please search up Old Versio...
I use the Balance due field on an accounts customer side for Red flag issues that might be happening.Now it will not show a balance due when a customer puts down a down payment. $-150.00 and their job has not been completed yet. The job is still in p...
Hello fellow service titan users!I am having issues figuring out how balance some of my warranty invoices. I have negative balances on 2 of my invoices and they both have the task (WARRANTY - FSP TAXABLE). How do I make these balance each other out?
Good Afternoon! I am just getting introduced to the invoice process and I would like some clarity on a few items.We are an HVAC Commercial business - we have a Service Department and a Construction Department. I am trying to determine the differences...
We just started with ST. Prior to ST we would list labor and materials as single line items on the invoice. Is there a way to have all of the materials on the invoice be combined into a single line item with a total cost? Most of our customers do not...
Our accounting team is auto batching invoices which are locking completed and incomplete jobs. this does not allow us to fix invoices/estimates before batching. any recommendations?
Hello Titans! I was wondering if anyone has had an issue with AIA billing, and getting to 100% and it wont process $0.01? It has happened several times on my end where, say for example there is $609.10 left to bill and we go to bill that amount to bi...
Hi All, How are we putting rebates on invoices? These specific rebates are not instant rebates so they will not affect the invoice price. Are we creating a Task and changing the description? Are we just including it in the body of the estimate descri...
Hi everyone! I am having a pretty frustrating experience and I am really hoping this discussion board can help. When an invoice is created with materials/equipment, Service Titan forces me to assign a tech to every. single. line item before I am able...
