Technicians cannot see the credit card payment type

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Problem

Technicians cannot see the credit card payment option in ServiceTitan Mobile.

Solution

Note: Depending on your account's configuration, you might see one or more of the following:

  • Items and Pricing instead of Pricebook.

  • Customer instead of Homeowner.

  • Procurement instead of Inventory.

The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.

  1. Check the operating system on the technician's mobile device. Make sure it is up to date.

  2. Uninstall the ServiceTitan app from the device.

  3. Reinstall the ServiceTitan app. This ensures the app and the operating system are compatible.

  4. If the problem persists, try using a different mobile device to see if the issue is device-specific.

  5. Create a manual invoice in the mobile app to test the payment type visibility.        

    1. To do this, click on your picture in the top right corner.

    2. Then, select "Manual Invoices" from the list that appears.

  6. If possible, create a job in ServiceTitan to further test the credit card payment option. This can help determine if the issue is with manual invoices or across the platform.

  7. Check if other technicians are experiencing the same issue. This can help identify if the problem is isolated or widespread.

  8. Monitor the situation. If the credit card payment type becomes visible after some time, the issue might have been a delay in updating the pricebook or settings in ServiceTitan.