Overview
After you set up the State Contractor Licensing Compliance Invoice, customer invoices update with the information you entered. The example below walks you through a State Contractor Licensing Compliance Invoice.
Note: Please seek legal counsel to ensure you are meeting all the criteria for your state’s Contractor Licensing Compliance Board. The steps provided here are designed to help you navigate ServiceTitan and are not in themselves enough to guarantee compliance.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Example of a State Contractor Licensing Compliance Invoice
The invoice includes:
Company contact information at the top
Invoice number in bold red typeface
License number
Completion date, technician name, and technician license number
The contract price and approximate start and complete date are listed automatically.
Specific State Contractor Licensing Compliance language is automatically added.
Customer authorization includes insurance information regarding commercial general liability (CGL) and worker’s compensation.
New State Contractor Licensing Compliance language regarding customers’ right to a copy of the invoice is automatically added. The list of documents follows.
Information on the three-day right to cancel is displayed.
Information on where to send the 3-day cancellation notice matches the contact information in the header.
Want to learn more?
For more on the Contractors State License Board’s standards, see Contracting for Success: A Contractor’s Guide to Home Improvement Contracts.