ServiceTitan Community

Nancy · 07-03-2023

We are considering moving away from QuickBooks and I'm looking for alternatives. What do other companies with 70k+ customers use? Do you like it? Any issues? TIA!

Nancy · 06-14-2023

What does everyone use for a cancellation list? I'd ideally like to have it available in ServiceTitan but that doesn't seem to be a feature. I'm exploring options. Thanks!

Nancy · 01-24-2023

We’ve been using Fixed/Upfront duration & billing and when the customer pays up front, the money goes into our deferred account. We have two recurring events. When we do each one, half the upfront payment is recognized, and this is reflected on the i...

Nancy · 01-17-2023

This is a shot in the dark, but I'm trying to create a Zap where the trigger should result in ST applying a tag to the customer page, but in the drop down, instead of seeing a list of our tag types, it's loading multiple instances of the same tags an...

Nancy · 11-22-2022

We are moving to auto-renewal and billing of memberships. Would anyone be willing to share how they collect contract/authorization signatures for this both from the office and in the field? I'm thinking of using a pdf form that allows for e-signature...

Nancy · 01-26-2023

Here's how to do it in case anyone stumbles on this thread.

Nancy · 08-24-2022

Whether you want someone to receive that email or not is a permissions. Go to your permissions and look under payments. Uncheck the box that says "receive payment autobatching failure emails."

Nancy · 07-15-2022

When you dismiss the recurring event you get a window that asks if you want to recognize the revenue. That's the easiest way. Not sure if it's a config they need to enable. It's pretty quick and easy. 

Nancy · 06-13-2022

I just came to post this! On the mobile job page it literally says: "location / bill to," but shows the location name and NOT the bill to name. For us this is an issue when the bill to is a warranty company. The tech sees "location / bill to Joe Smit...

ServiceTitan Community

User Statistics

User Activity

QuickBooks Alternatives

Cancellation List

Deferred Revenue on Ongoing/Monthly Memberships

Zapier and Tags

Authorization for auto-renewal billing

Re: Is there a way to run a report that would show me duplicate customer profiles/or locations?

Re: Refunds

Re: Linking a recurring service event to a previously completed job

Re: "Bill To" Info Needs To Be More Visible On Mobile Job Page AND Mobile Dashboard!