Has anyone been able to find a way to note a credit on an account, but when applied it adds as a discount? IE we give a referral credit, but when applied it goes as a credit to next work - Ther...
Hello, Wondering what people do when an invoice is exported with the wrong Business Unit on it? ST has offered a very time consuming work around for this issue. For a software that pride...
Can ServiceTitan integrate with multiple QuickBooks accounts? The company I work for is purchasing another business. We want to have two separate QuickBooks accounts to keep the financials separated,...
The payment link has stopped showing up on statements for imported customers. It's just a blank spot in the email. Since we are still in our first year with ST, 95% of the customers are imported so t...
We are a garage door company. We currently have revenue(sales) listed as the following in Quickbooks: 1. Job Income:Residential:Door 2. Job Income: Residential: Operator 3. Job Income:Re...
New to ST as an owner. I'm looking to clean up AR with regards to old unpaid and non-collectable balances. WHat is best practice so these do not show up on future reports.
We are working on setting up T&M jobs in ST. We currently are charging the first half hour at a fixed rate and then anything after that is T&M at a different rate per hour. Is there a ...
How are those with Inventory and Purchasing turned on creating non-job purchase orders? We used to be able to do that by going to the dispatch board and clicking the technician. Now that ...