Hi, I'm new to this community environment. We have been using Service Titan for a little over a year and this is a first for us. I have a customer who we let make a payment plan wherein I charge their cc on file for $100 per month on the first of the...
I am interested in hearing what other people are doing when it comes to purchase orders? Our techs may buy 20+ items from a vendor but it's just not doable to have them put in every material and piece of equipment.I would love to hear how others are ...
When the office is entering purchase orders - after the job number is entered we need to know the 1. business unit (which populates)2. Job Type (Can it be added to populate when the job number is entered on the create purchase order screen) ? This wi...
I have a customer who has 38 main accounts and wants a ledger for a year of their accounting in excel. It sounds excessive from what I have been reading, if possible, at all.
ProblemCurrently, there is no way to apply a specific dollar amount discount (e.g., $178.42) to an estimate in the field without creating a new discount item each time. This limitation creates inefficiencies when finalizing sales, especially in situa...
Hello, I've been trying to help bring out titan score up along with understanding more about Service titan. We have been on ST for around a year. I have gone through invoices and customers many times trying to find where the .50% is still missing. It...
I Noticed that when we export batches over any customer in our current system with an underscore in its name it creates a duplicate in quickbooks. Can anyone help and give an idea why?
Am I the only one that absolutely can not keep it straight about when to add an adjustment invoice for negative payment (refund check for overpayment)? Or how to apply the correct amount and which task to delete to have it show up as a balance and no...
Is there a way you can reopen a completed job that should have been placed on hold due to the customer cancelling with the technician showed up, but the job was exported? This does not happen often but would be nice if we could as the recurring servi...
I’d love to see a feature where QuickBooks could automatically sync its Profit & Loss (P&L) report onto the ServiceTitan Dashboard for side-by-side comparisons of Month-to-Date (MTD) and Year-to-Date (YTD) financials.The main issue we face is that Se...
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