ServiceTitan Community

LA_Barker · 01-24-2024

WHY, WHY, WHY, WHY!!!???Why did they have to change Credit Card payments on the Invoice? Now you can't edit the card payment from the invoice. Or delete a $0 failed payment. NOW after the last update; you have to go to the Customer Profile page, the...

LA_Barker · 11-01-2023

Why is there an Alert for "Payment Applied" for credit cards, but Not one for "Payment FAILED"???!!!It would be a HUGE help to be able to have an email Alert setup for when payments Failed. Even better is if had it also text an Alert to the tech to l...

LA_Barker · 10-19-2023

I HATE the new update with the Flyout Customer Edit, Location Edit, and Create Customer with a passion!!!So many more steps and more confusing than the old way.Can't change phone 'type' from landline to mobile, in case it was saved wrong. We were abl...

LA_Barker · 09-14-2023

I was at Pantheon this week and got to speak with Gene Jaeger about Audit Trails for Invoices. It would be awesome to be able to see it, on the invoice page itself, and Not have to go to Job page to view it.Now I am seeing another HUGE reason to have...

LA_Barker · 04-26-2023

Is anyone else super excited that the "Save & Batch" button is back on the 'Edit Payment' page??!!I'm so Happy! Finally, Thank you!!

LA_Barker · 11-02-2023

Thank you, but yes I run the Transaction Report in the payment gateway daily, for our bookkeeper. And it does not always show the transaction that failed. I will have 4 card payments fail and maybe one shows up on the Transaction Report; not sure why...

LA_Barker · 06-16-2023

@Nive dispatch@crystalairwater.comVery interested! Thank you.

LA_Barker · 04-28-2023

I visited the link you provided (thank you). I guess we do not have 'job notifications' turn on for our ST account; ours does not have the toggles for job notifications to be turned on or off. I took a screenshot of our 'new customer' screen.So we do...

LA_Barker · 04-28-2023

Ok, can you Please take a screenshot and provide me with a picture of what I should be looking for?I have looking all over the Customer's and Location's pages and do Not see anything about 'phone notifications preferences'. The first screenshot is of...

LA_Barker · 04-27-2023

I looked, I do not see 'job notifications' on our Customer's edit page.... ???

ServiceTitan Community

User Statistics

User Activity

Editing Credit Card payments on Invoices

Payment Alerts

New Update for Flyout Customer Edit, Location Edit, and Create Customer.

Audit Trail for non-job Invoices (Membership Invoices)

The "Save & Batch" button!!!

Re: Payment Alerts

Re: Who Wants a Sneak Peek? - New Dispatch Board!

Re: Dispatch Board Job Pop Out needs.....

Re: Dispatch Board Job Pop Out needs.....

Re: Dispatch Board Job Pop Out needs.....