ServiceTitan Community

dwhite45 · 09-13-2024

Just throwing this out there, but this Community Page has not been near the same since ST decided to make their change. There are no discussions like there used to be, no users on here like before, nothing but "QB" fixes which in my opinion are reall...

dwhite45 · 12-14-2023

Received 2 more badges today. I am on a roll. Let's all get those thoughts flowing and get our ideas heard.

dwhite45 · 10-27-2023

As I am doing my monthly statements, I am noticing some errors. 1, the payments made are not in order as received and that is going to have some customers asking questions. And so far, 2, the BIG ONE, it is showing invoices on the statement that have...

dwhite45 · 10-26-2023

I personally do not like having to have a contact method required. On our locations, sometimes we do not have a contact method. On rental properties, we do not like to put the owner's number on the location and we do not always have the tenant's numb...

dwhite45 · 10-25-2023

Hope we all have a great day!

dwhite45 · 09-17-2024

Right now, I cannot even get to "Ideas". Keeps getting better and better.

dwhite45 · 09-05-2024

If the job has not been exported yet, you can change that location to the correct "Bill To" so it does not happen again. Then on the job screen, go to the pencil in the upper right corner and change the "Customer" there. If your "Bill To" account has...

dwhite45 · 08-27-2024

I made soooooo many notes when we first started with ST. I am still making them as we go really. Let me know if I can try to help with anything else. I am mainly accounts receivable. donna@korrectplumbing.com

dwhite45 · 08-26-2024

Sure. Here are my notes...STATEMENT: HOW TO CHARGE INTEREST AND CREATE ADJUSTMENT INVOICES: 1) CLICK ON “ACCOUNTING” IN GRAY BAR2) CREATE A NEW BATCH3) NAME IT (013019-STATEMENTS-DW), THEN CLICK OK4) CLICK “CHARGE INTEREST” AT THE TOP, MIDDLE OF THE ...

dwhite45 · 08-22-2024

So when I logged in this morning, everything in this area is working well again. Hopefully they found the glitch and corrected it. Fingers crossed.

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