Hello,What is the general concensus for handling financing dealer fees? We are thinking about adding 1 or 2% to all pricing to cover those that finance. We would limit our options for what financing we would provide and try to cap the dealer fee arou...
Why can we not see our invoice comments when viewing the invoice in QB? Is there a way to get them turned on? We relied on this when researching customer history/complaints etc.
I would love it if Service Titan could add the total up at the top after all vendor invoices and returns have been entered. Similar to payments and customer invoices where it has the total at the top in the gray squares. It would be helpful to know t...
We are currently having a dilemma with how we are paying out our spiffs. With our current setup, the spiff is applied to the job and it is split up between the technicians doing the work, based on their percentage. Is there a way to remove the spiff ...
How do I get the Job Summary to automatically appear on the invoice?
What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?
We are considering moving away from QuickBooks and I'm looking for alternatives. What do other companies with 70k+ customers use? Do you like it? Any issues? TIA!
A report to export for merged customers and locations would be helpful to updated and verify accuracy in account software,
So when we loaded the first go at our customer list into ST we had some issues. So the QB file was cleaned up and when we went live the old QB file was loaded into ST. Now I have credits on payments under customer files because it did not have an inv...
Hello, I would like to add on the right side of my invoice where I can see for default the Invoice # Invoice Date Terms Completed Date Customer PO and Due Date, I want to add the start date of the Job.
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| 04-23-2024 01:00 PM |
