Auto batching

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?

Resolved! What are rebate best practices?

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...

mollys by ServiceTitan Certified Administrator
  • 1 replies
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Trane Warranty Credits

How do you all set up ServiceTitan to process Trane warranty repairs? We'll perform a warranty repair where Trane sends us the part for free, and reimburses us for the labor costs (a set amount per labor hour.) For job costing purposes, how should we...

Customer Collections

Does anyone have a good process for following up on invoices at regular intervals for collections? I need my collections department to have a process for this that works with ST and so far I am unable to build a report to accomplish this - it would b...

jnoone by New Contributor
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Resolved! Reports

How can I run a report to see all failed payments? 

Angelle17 by ServiceTitan Certified Administrator
  • 5 replies
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QuickBooks Desktop Classes

We have an issue where anytime hours are tied into customer jobs it does not classify in QuickBooks Desktop. All other hours for office employees, idle time auto classify. The only thing not classifying is tech hours on a job.Any help or insight is a...

Cost of Sales Mapping and Reconciliation Report

Hello,I am curious if there is a report within Service Titan that allows the users to Reconcile the Cost of Sales Accounts (i.e., Materials, Equipment, Labor) to QuickBooks that is similar to the Revenue by Account report that is used to reconcile th...

Marc2023 by New Contributor
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Spiff for who sold the job, not based on splits

We are currently having a dilemma with how we are paying out our spiffs. With our current setup, the spiff is applied to the job and it is split up between the technicians doing the work, based on their percentage. Is there a way to remove the spiff ...

Nelson_Gothard by ServiceTitan Certified Administrator
  • 4 replies
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Taxes on Purchases in Canada

Hi All,We are a heating and gas service company in British Columbia, Canada.We are about to move all our accounts payable over to ST and we will export to QB Desktop. Unfortunately, we are faced with a tax issue and I am hoping someone can push us in...

sharon_a by New Contributor
  • 2 replies
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1099 Eligible Box add into Vendor please

Hello - i noticed today that Service Titan did not have this 1099 Eligible Box in the Vendor template.Please have this 1099 box added into this template at before year end.Thank you, Nikki

nchan by New Contributor
  • 2 replies
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