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...
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...
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...
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...
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 ...
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...
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...
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 ...
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...