ServiceTitan Community

Millertime086 · 05-12-2023

Hi all, We are attempting to pull accurate reporting for the customers we have actually billed and what they currently owe, as of now it shows balances of jobs that are currently open and pending further job scheduling. What reports do you use so tha...

Millertime086 · 02-21-2023

Hello, We are trying to navigate the project screen, we see the option for invoicing through the screen and than the option of course to invoice in the job. Does anyone have feedback on which option is the best way or if it even matters since the inv...

Millertime086 · 12-23-2022

Our office utilizes the chat function everyday, however, with multiple users accessing the function daily... Messages are lost, it would be great for each individual user to have their own tab or a notification to them that a contact back has been ma...

Millertime086 · 12-28-2023

Hello, I cam here looking for the same topic and ideas! Thank you for posting!

Millertime086 · 11-07-2023

That is what I had done as well... Miranda is there a need to setup the automated refund workflow or are we able manually continue using them as it appears we both have done?

Millertime086 · 11-06-2023

We have been coming into the same conflicts on at our office as well, I worked through the system with a representative to create adjustment invoices, that allows the credit adjustment to come out. However, am still looking for a process breakdown to...

Millertime086 · 12-23-2022

The filter option is a good idea, I just posted a topic for the option of notification to the sender that the customer has replied.

ServiceTitan Community

User Statistics

User Activity

A/R Reporting

Project Invoicing vs Job Invoicing

Customer Chat Function

Re: What Integrations Are You Using?

Re: Credit on customer account

Re: Credit on customer account

Re: We need more Filtering for Chats!