StaceySeltz
New Contributor II
since ‎10-07-2022
‎09-05-2024

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When we have an Install, which takes some time to complete and the customer makes an initial deposit, because the job is not "Completed," the deposit becomes a negative balance. First of all, I can't stand the negative balance, because it just doesn'...
We just starting using Estimates in Service Titan. We were previously typing them in Word and sending them out to the customers. When you create an Estimate, an Estimate # is generated but that number changes when it is sold/converted. Why are the Jo...
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