User Activity

New to Greensky... So... how often does GreenSky update payment factors on their side but they don't get updated in ServiceTitan? I have a very upset customer whose loan docs came through with a monthly payment $100 higher than the calculator showed....
I know this doesn't affect a huge population of ServiceTitan users, but it does affect those of us in California! Even if it doesn't affect you directly, I'd really appreciate your votes. I need to have the California Compliance invoice for my reside...
Is anyone else using the California Compliance Invoice? How are you getting around that it says HOME IMPROVEMENT CONTRACT on the top of your commercial estimates/invoices?
https://ideas.community.servicetitan.com/ideas/search?query=pricebook+audit+trail I need an audit trail for pricebook changes and most of these ideas cover that. Go vote for all of them!
I'm able to export my BILLS to QBO, but my VENDOR CREDITS (even though I get the "batch was successfully exported" message) don't seem to be appearing. Am I missing something? Am I looking in the wrong place in QBO? I have tons of experience with QBD...
About
For 15 years I worked at my family HVAC business, starting from the bottom and eventually becoming the administrative/financial/customer service manager. In March 2021, my dad sold the business to a large company on the east coast and I became the Manager of Program Implementation for the entire organization, spanning brands from Massachusetts to Florida. In May 2022, I joined a company in California called AirWorks Solutions to help them dig in and develop stellar SOPs and best practices to take the company to the moon! Separate from my worklife, I co-founded LadyTitans in Fall 2020 with Lauren Vahey and Stacy Fore, because we recognized the need for a space for women and people who empower women to meet, chat, and help each other.