ServiceTitan Community

dyan_the · 09-19-2022

We are trying to find out if we can set a maintenance membership so therecurring service is set to a certain time frame. Some customers have moreequipment than others so it takes longer to complete their maintenancevisit for a membership. We would li...

dyan_the · 08-15-2022

We recently noticed that when sending statements to customers either by email or printing, the "Please remit to:" at the top right is blank underneath. Where can we add this information? I have looked under email settings, business units but haven't ...

dyan_the · 06-29-2022

Is there a report or way to see a list of accounts/customers that have a credit and the amount? I am trying to do a double check to make sure all payments are applied correctly and not forgotten in limbo.

dyan_the · 08-17-2022

Yes, I did go back through and make sure any BU's had the address attached to them even if one was deactivated.

dyan_the · 08-15-2022

I noticed that if you print a Statement the "Type" column doesn't show and everything reads on one line. However if you take that same statement and email it to a customer the "Type" column is there and pushes everything to a second line. You will al...

dyan_the · 07-13-2022

Thank You!

dyan_the · 06-29-2022

Would you need custom reporting in order to do this?

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How to edit "Remit To" on statement

Report for Credit on Accounts

Re: How to edit "Remit To" on statement

Re: Statements have become jumbed

Re: Report for Credit on Accounts

Re: Report for Credit on Accounts