Technician can't see the check or mobile check capture payment type in ServiceTitan Mobile

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Problem

A technician does not see the Mobile Check Capture or Check (Mobile Deposit) payment type when selecting a payment method on a job in ServiceTitan Mobile.

Why this happens

This issue is typically caused by one of the following configuration problems in the office, not by a problem with the mobile app itself:

  • The account does not have ACH payment processing through ProfitStars set up. Mobile Check Capture requires ProfitStars as the payment processor and is automatically available once ACH processing is configured.

  • No payment type with the Check (Mobile Deposit) attribute exists, or the payment type is inactive.

  • The payment type has Hide From Mobile selected, which prevents it from appearing in ServiceTitan Mobile.

  • The technician's Business Unit is not assigned to the Bank Accounts (ACH) payment processor.

  • The technician has not downloaded the latest Pricebook after payment type changes were made in the office.

Solution

Step 1: Verify a payment type with the correct attribute exists

  1. Go to the navigation bar and click Settings.

  2. In the side panel, click Invoicing > Payment and Invoice Types.

  3. In the Payment Types section, look for a payment type with the Check (Mobile Deposit) attribute.

  4. If one does not exist, click Add to create a new payment type. In the Attributes dropdown, select Check (Mobile Deposit).

  5. Confirm the payment type is set to Active and that Hide From Mobile is not selected.

  6. Click Save.

Step 2: Verify the Business Unit is assigned to the ACH payment processor

  1. Go to the navigation bar and click Settings.

  2. In the side panel, click Integrations > Payment Processing.

  3. Click Bank Accounts (ACH).

  4. Click Edit for the account.

  5. Confirm that the technician's Business Unit is selected. If it is not, select it and click Save.

If you do not see a Bank Accounts (ACH) payment processor listed, your account may not have ACH payment processing set up. Contact Technical Support to have ProfitStars ACH processing configured for your account.

Step 3: Download the Pricebook on the mobile device

After making any changes to payment types or payment processor settings, the technician must download the Pricebook and sync changes on their mobile device for the updates to appear. The technician should open ServiceTitan Mobile, sync the device, and download the latest Pricebook.

Step 4: If the issue persists

If the payment type still does not appear after completing the steps above, try the following on the mobile device:

  1. Check that the device operating system is up to date. Go to the device settings to find the update option. If an update is available, follow the prompts to install it.

  2. Uninstall the ServiceTitan Mobile app. Press and hold the app icon on the device home screen and select the option to uninstall or delete the app.

  3. Reinstall the ServiceTitan Mobile app from the App Store (iOS) or Google Play Store (Android). Make sure to give the app permission to the camera and image gallery.

  4. Open a job while in a working status and confirm the Mobile Check Capture payment type appears in the payment type dropdown.

If the issue continues after completing all steps, contact Technical Support for further assistance.