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...
Standard Invoices, Project Invoices, and Estimates - have been unable to successfully edit & publish the template to allow office staff to easily tri-fold the piece of paper and have the Company Address & Bill To Address show up in a standard 2-Windo...
Failed payments didn't use to show up on statements, but now they do! We like to track failed payments to monitor how well a customer pays their bills, so we don't delete them from the invoices. Now failed payments are showing up on the statements an...
When is ServiceTitan going to finally add "CC" to the email???All of our Commercial customers what to see who the emailed invoice, estimate, etc was sent to. And every time we have to copy and paste or type the names "CC: Bob, Jill, Tim, and Ellen" i...
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 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...
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?
