I built out an automation in Zapier to work around this. It works if
you're using items in QBO (not accounts). I haven't tried making it work
with accounts but I'm sure I could. Email me if interested.In Service
Titan - Purchase order received > bill...
1. Setting up auto pay on customer account, not just memberships.
Basically, if the account has a balance after xx amount of days / hours,
then run the credit card. We should also be able to request a credit
card number so we can process deposits. 2....
This is painful for us as well with larger jobs (especially plumbing
jobs). The amount of screens you have to cycle through just to invoice,
view pictures, change job notes, add a purchase order, create an
estimate is so time consuming. It would be n...