Hello! I am trying to make sense of the Customer Payments and Bank
Deposit tabs. We have an accountant who manually enters the payments
into Quick Books and the appropriate Service Titan invoices, so jobs are
being marked as paid. We don't do anythin...
What does Billing Pricebook Service mean, or do, when setting up a
Service Agreement Template? How should I set up service agreements in
Pricebook? Why is it necessary? Thank you for any advice
Hello! I am fairly new to ST (started in November). I am learning so
much everyday! I am really interested in learning more about the new
Service Agreement option. I have been practicing making agreements in
the sandbox and I am excited to start usin...
I too would like an answer to this inquiry. We have an accountant who
manually enters the payments into quick books and the Service Titan
invoices. We don't do anything with the bank deposits page. Recently,
I've started grouping all the deposits by ...
I'm glad you found the cancelation for agreements. Yeah, it scared me
the first time I "accepted" an agreement and I tried to edit it or
anything. Nope. Cancel it and make a new one. Now I have a good draft
and a canceled one. I wish I could hide the...
