ServiceTitan Community

dwhite45 · 08-31-2023

Added another idea to the page today. Vote if you agree.There should be an audit trail on the customer and location pages themselves like on the job history to show when and who makes changes to the accounts. For example, when addresses are updated o...

dwhite45 · 08-29-2023

It would be nice if we could attach a document to a particular note that we are putting on a customer or location page instead of having to go through all of the attachments to try to find the one that goes with that note. For example, we received a ...

dwhite45 · 06-05-2023

On the customer account page, whenever an invoice is credited in full, it shows as "Paid" rather than "Credited". When we write off an account and send it to collections, it does not show that we "Credited" that invoice, it shows it as "Paid". It mak...

dwhite45 · 04-06-2023

I think it would be helpful to be able to add "Do Not Service" to a location like we can a customer. For example, we have a customer who has several locations, but there is one that is very run down and every time we end up there, he argues about his...

dwhite45 · 02-03-2023

We got into invoicing this morning and out totals are gone from our invoices for the tasks? It is only showing quantities? It shows the total balance due, but not line by line totals? Anyone else having this issue?

dwhite45 · 09-25-2023

W do not add sales tax to each invoice. Our taxes are figured into our prices. I wish I could tell you more, but that part is not my area.

dwhite45 · 09-22-2023

Agree with Chayo80. We do an adjustment invoice, have a task set up as "Credit Adjustment" that can be a negative amount, then send the customer the corrected invoice that they can pay the balance on.

dwhite45 · 09-11-2023

You could go to the search screen and do that by date? Choose "Invoice", then set your dates, then export to Excel so you can sort how you would like. I do a lot of things there.

dwhite45 · 08-23-2023

Same here, but I do notice that it is only for the Service Titan invoices and estimates that were never there before the update. They shouldn't even be there anyway. Just the pictures we add to the jobs. Thank you for another wonderful update Service...

dwhite45 · 08-14-2023

You guys made me do it. I ordered "Eat That Frog!: 21 Ways to Stop Procrastination and Get More Done in Less Time." Now let's see if I can find the time to read it. lol

ServiceTitan Community

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Audit Trail on Customer and Location Page - COMMUNITY-I-4673

Attaching a document to a note... Idea posted COMMUNITY-I-4641

Paid Invoices vs Credited Invoices

Ever thought of DO Not Service a Location?

Invoice display

Re: Applying a credit/refund to an exported invoice.

Re: Applying a credit/refund to an exported invoice.

Re: List of Customers Served to date

Re: Can't view photos

Re: New Monday. New Goals. 💪