ServiceTitan Community

mkane · 07-22-2024

Calling All Service Titan Users,,,, We need your votes. Service Titan requires votes to bring ideas to the front for changes. To bring back the old version view to the screen we MUST have more votes. In the "IDEA" section, please search up Old Versio...

mkane · 07-22-2024

Calling All Service Titan Users,,,, We need your votes. Service Titan requires votes to bring ideas to the front for changes. To bring back the old version view to the screen we MUST have more votes. In the "IDEA" section, please search up Old Versio...

mkane · 08-09-2023

Has anyone noticed that since the update, when a payment is taken on an invoice, The box in the upper right with Green print says “Payment successfully SAVED”, but then sometimes a box with black print shows in the middle of screen that says “Payment...

mkane · 02-03-2023

Has anyone been able to find a way to note a credit on an account, but when applied it adds as a discount? IE we give a referral credit, but when applied it goes as a credit to next work - There would be no actual funds,

mkane · 01-31-2023

A few early thoughts as we see the new changes. ***We can no longer see the audit trail / history on payment methods. We need this back.Invoices and payments. With the division of these sections, matching up payments to the invoices can be tedious. E...

mkane · 11-02-2023

I created a report, "Failed Payments" Template Applied Payments - choose fields - Invoice # / Memo / Transaction Status / Invoice Date / invoice total / Customer ID / Customer Name. Filter by Invoice Date / choose date to view / Business units - CHAN...

mkane · 08-22-2023

We have also put this out on the ideas page to hopefully get votes. It would be like the new implementation that a job could not be closed and completed without an invoice summary. It is very inefficient when you have to go out and check or email a t...

mkane · 08-11-2023

I use Memberships sold by day then export to excel. you can removed canceled, suspended etc. It is helpful to review all the data in one place. I use it a lot to find accounts that do not have a primary payment selected, and check business units and ...

mkane · 08-10-2023

Thank you. The boxes seem to be fixed!

mkane · 02-23-2023

Do you have to have ST payments to allow for this reporting? At this time we do not have ST payments, and I cannot seem to create the report with the instructions above

ServiceTitan Community

User Statistics

User Activity

Calling all ST USERS that want the OLD VIEW BACK

Calling all ST USERS that want the OLD VIEW BACK

Payment Successful Notification

Credit to discount task

New Customer / Location Page View

Re: Reports

Re: Empty Invoices

Re: membership report

Re: Payment Successful Notification

Re: Report for Credit on Accounts