ServiceTitan Community

iwarren39 · 03-02-2023

Hey everyone just need help with a simple question and I'm not sure if there is a way to fix it on our side. Our invoices that are being emailed over are not showing the 'Online Payment Link' we have set up in the invoice email settings. It shows all...

iwarren39 · 12-16-2022

I have been managing tags on equipment recently. After the 63 update, removing a previous tag and replacing it with another still shows the tag that I was trying to remove, even after saving the changes. Just wanted to point out this bug and see if a...

iwarren39 · 11-08-2022

We are an HVAC and Oil company. We have plenty of customers who call us about oil delivery but do not use any of our other services. We are trying to figure out a solution so that CSRs can mark these calls as booked without having to create a new job...

iwarren39 · 02-21-2023

Sure can! In settings, go to payment and invoice types. Select the appropriate payment type(s) and click on edit. A pop-up screen will show the option to hide it in Mobile.

iwarren39 · 02-16-2023

If you go into 'Membership Types' and edit your membership, click the drop down arrow next to the basics tab. Click on discounts and you can apply discounts based on 'All Services' 'Business Units' or 'Categories'. If you select categories it will br...

iwarren39 · 02-02-2023

I know iPhones have a feature like this from the notes section and lets you scan in a document to your phone. A quick search on the app store for "photo to text" has lots of options as well. As for the specific app he mentioned, I'm not sure but ther...

iwarren39 · 01-20-2023

I'm sure you could go into more detail with what you need in the columns but this is what I came up with. Create a report under 'customer' and 'invoices'. Select the columns customer name, customer email, and balance. Make sure you filter balance by ...

iwarren39 · 01-13-2023

Have you checked your pricebook settings? Under catalogs on the left-hand side there is an updates button. There is a possibility you have auto updates turned on for pricebook pro. Just change your provider and click the cog and check if it is set to...

ServiceTitan Community

User Statistics

User Activity

Online Payment Link not appearing on email

Equipment Tags

Trying to figure out a way to mark a fuel ticket sale as a booked call

Re: Technicians' ability to take payments

Re: Discounts on parts

Re: App Used To Convert Photos Of Equipment Labels Into Text For ST

Re: Missing Email for Monthly Statements

Re: Pricebook Update