ServiceTitan Community

michael21 · 09-12-2022

So, I finally think I have a handle on how Titan and Quickbooks handle the transaction when an inventory tracked item is added to a job PO. In Titan, the items are added to the equipment or materials section of the job at 0 cost, while the cost is ob...

michael21 · 08-19-2022

A recent change is supposed to enable you to put inventory tracked items on a job PO. It is supposed to leave the cost on the purchase order but add the tracked item to the equipment or materials section at zero cost. This appears to work well on the...

michael21 · 08-04-2022

Hey @bmckechn, I saw your idea post indicating that when you click on a job from the dispatch board, you get a sub menu that you then have to skip by to actually get to the job. We have been upgraded but I'm not seeing that problem, so I suspect that...

michael21 · 08-04-2022

Hey @sammousa, I completely agree with the point you made in the ideas section relating to a lack of a workflow to handle warranty transactions. If you go to the ideas section and lookup idea "COMMUNITY-I-570", there is a suggested way to handle warr...

michael21 · 08-03-2022

Hey @LREADER . I saw your idea concerning NSF checks. I felt your pain but don't anymore. If you lookup the exchange titled "Returned checks, disputed card payments, and anything else that is a negative payment" in this section of the community, you ...

michael21 · 09-12-2022

Hi @KVanderstar. There is no way to do this now other than split the check into 2 applications. If you go to the ideas section of the community and lookup idea COMMUNITY-I-895, you will see that the ability to apply a payment to more than one account...

michael21 · 08-25-2022

Hi @michaelburns Are you using the card readers that come from Titan? If not, which ones are you using? Do you have any techs who can successfully scan cards? If so, compare the release levels of both Titan Mobile Ap and their operating systems to se...

michael21 · 08-25-2022

Hi @chimcare. Is the problem with the new deposit workflow released with the new payment collections process? If not, have you looked at that?

michael21 · 08-24-2022

That is a different screen than ours, I assume because you are using QB online and we are using desktop. With desktop, accounts and classes are mapped separately, as shown on the screen below, but yes, that looks to be the appropriate screen. If you ...

michael21 · 08-24-2022

Hi @regraves. We use desktop, but I assume QBO also supports "Classes". You can map Service Titan business units to QB classes. For example, we have ST business units of HVAC Maintenance, HVAC service, HVAC Install, Plumbing service, etc. Each of the...

ServiceTitan Community

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User Activity

Inventory tracked items on a job PO

Job PO's with inventory tracked items not exporting correctly

Job sub-menu when linking from dispatch board

Warranty claim process

NSF checks and other payment issues

Re: Customer Payments

Re: app crashing when taking credit card payment

Re: QBO - Deposit WorkFlow

Re: General Ledger accounts

Re: General Ledger accounts