Nancy
New Contributor III
since ‎04-26-2022
‎11-27-2024

User Statistics

  • 17 Posts
  • 1 Solutions
  • 5 Kudos given
  • 11 Kudos received

User Activity

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!
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!
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...
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...
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...