ServiceTitan Community

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...

TheChickenLady · 07-25-2023

I tend to create my own as I like specific things on membership reports depending on my goal.

TheChickenLady · 07-25-2023

There is a config that keep events or not when expire. It may also affect if cancelled...............

TheChickenLady · 05-25-2023

When you go to the customer page you can apply payments to multiple invoices or to a customer's account. The payment doesn't require a business unit. Payments hit AR and undeposited funds and don't necessarily need a BU. What is the reason you are wa...

TheChickenLady · 05-03-2023

There are configs for project labeling.

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Re: Signatures Should Have Editable Requirements

Re: membership report

Re: canceling a membership, reactivating membership and loosing the recurring events

Re: Split payments on multiple business units

Re: Project Tracking