Hi Steve, I completely agreed and ended up building this system myself
to increase our efficiency for our book keepers. We scan the PDFs and
upload them into the associated job in ServiceTitan. I would be happy to
show you how it works!
I would use the ServiceTitan API. That would allow you to have a live
spreadsheet whose data comes directly from your ServiceTitan account. I
would be happy to discuss the steps if you need some assistance.
Hi jp, I have set this connection up for a few items like invoices and
timesheets. It does require a few steps to set up, but it had definitely
been valuable to have. You will need both an API integration and a
connection to your Google sheet through...
In honor of National Tradesmen Day, I want to extend my deepest
appreciation to Robin Goit at Robison. Robin, you've been a pillar of
support and a wellspring of knowledge throughout my career in the
trades. Your incredible dedication, work ethic, an...
