Posts

Project Tracking-Detailed Statement of Payments

We have a commercial customer that we do big projects for that frequently asks for a statement of all his payments. Is there something I'm missing on the project to show a statement or is running a report the easiest way to show this?

Miranda by ServiceTitan Certified Administrator
  • 1465 Views
  • 5 replies
  • 2 kudos

Change Orders

Does anyone have a good change order form in Service Titan? Sending the estimate form does not look good to the customer and does not provide a running total of the contract. We would like to have something that states "Change Order #(whatever)" and ...

Retainage Changes

We've run into a problem in Service Titan with not being able to change the retainage amount once the first billing cycle has started. In many large construction contracts, the general contractor will state that the 10% retainage will drop to 5% afte...

Invoicing

Hello -we had our service team do some backflow testing on one of our new construction projects, so they created a job and invoice under the project. We do not want to bill this as a separate invoice, instead, we would like to bill it as part of our ...

Customer Statements by Project

We have customers that have several different projects going at once.We often need to send them a statement for open invoices just on a certain project.It would be really beneficial to have an option within each project to send/print the customera st...

Piccinini by New Contributor II
  • 1300 Views
  • 3 replies
  • 0 kudos

Customer Statements by Project

We have customers that have several different projects going at once.We often need to send them a statement for open invoices just on a certain project.It would be really beneficial to have an option within each project to send/print the customera st...

Piccinini by New Contributor II
  • 774 Views
  • 1 replies
  • 0 kudos

Resolved! Referral Campaign Marketing Pro

We’re looking at launching the pro campaign for referrals. For anyone who has done that in the past, how did you set up the price book/ payments to record properly for the referral credit? In particular, the customer who did the referring? I’d like t...

Whittaker by New Contributor III
  • 1840 Views
  • 3 replies
  • 0 kudos

Charge back to original technician for recall jobs

I am curious how everyone else handles the invoicing and accounting for recall jobs when you need to charge back the original technician who was already paid on the original job that was recalled. For example:A technician did a job for a customer and...

Vickies by New Contributor III
  • 1525 Views
  • 2 replies
  • 1 kudos