Does anyone have a better solution to printing and emailing customer statements, so there is a total outstanding amount clearly called out on the statement?The current PDF groups balances not yet due along with balances that are up to 30 days past du...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4355It would make it easier if it is needed for just one invoice rather than the entire customer profile, just a thought.
The ST statement format does not work for us as a 100% commercial contractor. We have many clients who have multiple locations with payments being made out of the corporate office. These clients want a statement that lists all locations on one statem...
How are people currently collecting deposits from the office, if they are building & selling estimates from the office?
We have multiple business units in our account that share customers. We have an issue with our statements only showing one business unit logo and remit to name when there are open invoices from multiple business units. It is really confusing to the c...
Is there a way to change the terms that are listed at the bottom of the invoices that are printed out? Right now our invoices print a blurb at the bottom of them reading, "This invoice is agreed and acknowledged. Payment is due upon receipt. A servic...
Is there a way to add our company's phone number to our PDF's of our invoices and statements? I have our company name and address, but no phone number. Thanks!
Is anyone able to tell me if there is a way to make our estimates include the image that is associated with the equipment?For example:Our techs are in the field, create several estimate options, and can click Present while in front of the homeowner. ...
Currently, we're able to edit the subject line of estimate emails that get sent out to customers. When a customer accepts and signs an estimate, an automatic confirmation email is sent back to them. The subject line appears to show as "*Estimate Name...
We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...
