Hi - I think it would be super helpful if when a technician created a purchase order from their mobile app, they had the option to filter out equipment. It would make the list of items that pop up much more condensed and more efficient to work with.
Hello,Wondering what people do when an invoice is exported with the wrong Business Unit on it? ST has offered a very time consuming work around for this issue. For a software that prides itself for reporting, I find this issue creates inaccurate repo...
Is anyone else super excited that the "Save & Batch" button is back on the 'Edit Payment' page??!!I'm so Happy! Finally, Thank you!!
In order to be able to see which phone number was contacted, you have to first go to calls, then you have to click the call. It would be a timesaver if another column was added to the details & showed the #.
Hey everyone, I am new to Service Titan, and there is so much to learn I thought I would ask here before looking too far. Is there a way to have an Email Template for each Payment type, or is it only 1 generic email template for all invoices. Thank y...
How does ST manage auto-batching 0$ invoices? Will I just get an error message? Will they be put into their own batch?
Is there a way that the Auto Batching can be timed so that it coincides with the settlement reports for STPayments and Translink? Currently it does not and for creating deposits in Intacct using Home Services and the Batch exports, they do no match u...
We have a common service we provide that costs $299. If we are exporting all of those payments & invoices to QBO, how does the system know which ones apply accordingly? Am I doing something wrong?In my mind, there would be some level of unique identi...
How are people currently collecting deposits from the office, if they are building & selling estimates from the office?
We had a $0 invoice at the time that a job was completed, and the invoice was exported. The customer called back later to pay for the services, so I created an adjustment invoice for this. This isn't a usual issue we have, but the customer was statin...
