Speaking with support, there seems to be no way for a tech to collect on an open balance from an invoice. We are having an issue with finding a way to collect on memberships that auto renew with services scheduled before they are paid. Regardless of ...
We have PPE (as Material with a $ amount) attached to all services we offer. In the last week or so, for sure around the time of the last update, the following issue has presented:When Tech chooses appropriate Labor option, PPE automatically is on th...
We are looking at turning the mobile check capture on in our office for the field. Can anyone share the pros and cons they have experienced with this?
We are experimenting with dynamic pricing on services with linked configurable materials. Everything works as described in the "Use Configurable Services in Pricebook and Pricebook Pro" knowledge base article when adding to the estimate, but we are r...
Is there a way that our techs can verify that a card has saved to a client file? We are not looking for them to see the card number, just a verification that the number has saved.
When selling an estimate sometimes our tech will hit a wrong button and say perform work later. If an estimate is sold via esign it is automically sold for later. I know if you click the 3 dots next to the estimate you can toggle it to perform work n...
Our technicians do not have the ability on the mobile app to see how long they were on a job in order to charge the appropriate labor hours spent on a job. This is extremely critical for our field techs. The tech should not be spending time calling t...
I am wondering how others are tackling their Time & Materials invoicing. We are having major issues with our techs being able to properly invoice jobs due to the fact that they can't see the timesheet for that job. Worst case, they should be able to ...
My technicians can not close out their invoices or change the price or they cant change quantity. This is going on over three weeks and servicetitan has not resolved the issue nor are they keeping us informed when this issue will be fixed. This is ve...
How can techs apply a discount task to an estimate from the mobile side & having it fall under Discount & Fees? We have only done this from the office
