Service Titan Knowledge Base

Jobs without Payments reportLast updated on 03/22/2022

Use the Jobs without Payments report to track down completed jobs where no payment was collected. This helps you stay on top of jobs while your technicians work remotely. Whether the technician forgot to collect payment or there was a credit card transaction issue, you can use this report to reach out to customers to collect missing payments.

Run report

Before running your report, set filters to get the most relevant information for your needs:

  1. Go to the navigation bar and click Reports. In the side menu, click All Reports.

  2. Click Jobs without Payments to open it. Tip: In the search field, enter a few letters from the report title for quick access.

  3. From the Filter by dropdown, select how you want to filter the report:

    • Invoice Date—Date on the invoice

    • Completion Date—Date the job was completed

    • Creation Date—Date the job was booked

    • Start Date—Date the job is scheduled to begin

    • Last Paid On Date—Most recent date that payment was made on the invoice

    • First Dispatch—Date a technician was first dispatched to the job

  4. Use the From and To calendar fields to set a range of dates to run the report on.

  5. From the Business Unit dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

    • Click the dropdown to select individual BUs assigned to a job.

    • Click the Filter icon to select BU categories and click Filter.

  6. When you're done setting your filters, click Run Report.

Read report results

The report lists all completed jobs with a non-zero invoice total where no payment has been received. By default, the report includes the following columns:

  • Completion Date—Date the job was completed

  • Job #—Job number

  • Job Type—Job type listed on the job record

  • Business Unit—Business unit attached to the job

  • Invoice #—Invoice number associated with the job

  • Status—Status of the job. The report filters for Completed jobs.

  • Total—Total on the invoice. The report filters for invoices with a total not equal to zero.

  • Payments—Amount paid on the invoice. This report filters for payments equal to zero.

  • Completion Date—Date the job was completed

  • Balance—Unpaid amount on the invoice

  • Customer Name—Name of the customer on the job invoice

  • Location Address—Service location on the job

  • Primary Technician—Name of the technician with the highest split on the job

Click a Job #, Invoice #, or Customer Name to open the corresponding record in a new tab.

Customize and schedule your report

You can arrange and filter your results to narrow the focus of your report.

You can also schedule the report to be delivered by email on a regular basis.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.