ServiceTitan Community

TheChickenLady · 07-24-2024

If you are exporting from ST to QB, the payments hit undeposited funds in QB and you make your deposit there to match up with your bank rec.

TheChickenLady · 05-16-2024

I always create an unapplied payment report for all my clients. When applied, they will fall off the report.

TheChickenLady · 05-16-2024

Currently there is not from mobile.

TheChickenLady · 12-20-2023

Memberships are my gig and help a lot of companies with theirs. I am happy to give you a couple thoughts and long term impact of your choices. Email me at KathyN@ChickenLadySpeaks.com and I can send you some info.

TheChickenLady · 07-25-2023

the signature requirement is on the estimate if sold and on the invoice when done IF they signed an estimate. If the tech put items direct to an invoice it does require 2 signatures. One to say they agree to the work at this price (normally the estim...

ServiceTitan Community

User Statistics

User Activity

Re: Trying to Understand the Customer Payments and Bank Deposits in Accounting

Re: Unapplied Payments Report - Vote for Idea

Re: Recurring Service Events

Re: Memberships- Add ons

Re: Signatures Should Have Editable Requirements