Overview
The Invoice Summary of a job shows what work has been performed. To ensure it is filled out, you can make it a required field for specific technicians, job types, and jobs. This allows you and your customers to always have a paper trail of work performed on certain jobs.
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.
Accounting and email permissions are required to use this feature. Please contact the account administrator on your team.
The Edit Invoice Summary Requirement is required to use this feature. Please contact the account administrator on your team.
Things to know
When a job’s invoice summary is required, the technician or office employee can’t close it out until they write something for the summary.
Each job has its own invoice summary requirement that can be enabled or disabled. If it is enabled, a technician or office employee will need to fill out the summary before the job can be marked as complete.
Job Summary is a separate field that can be manually filled in by an office employee or automatically added from Job Type settings. It can’t be set as a required field.
Appointments can be closed out without the invoice summary if the job hasn’t been completed.
Make Invoice Summaries required for a technician
If you want a technician to fill out the Invoice Summary for every job they’re assigned to:
Go to the navigation bar and click Settings
. In the side panel, click People > Technicians.
Click Edit for the technician you want.
Click the Permissions tab. The technician’s permissions screen opens.
Select Invoice Summary is Required.
When you're finished, click Save Changes.
Note: If multiple technicians are assigned to a job and the one completing it doesn’t have the permission enabled, the Invoice Summary is not required.
Make Invoice Summaries required for a job type
If you want a job type to always mark the Invoice Summary as required by default:
Go to the navigation bar and click Settings
. In the side panel, click Operations > Job Types.
Click Edit for the job type you want. The job type’s edit screen appears.
Select Require an invoice summary to complete a job with this invoice type.
Save your changes.
Note: This change is not retroactive and will only apply to jobs booked with that job type in the future.
Make Invoice Summaries required for a specific job
If you want to turn on the Invoice Summary requirement for a single job:
Find the job using ServiceTitan Search.
Click Edit Job
. The Edit Job screen opens.Select Invoice Summary is required before completing this job.
Note: If the technician has the Invoice Summary is Required permission enabled, they will need to fill out the summary regardless of the job’s settings.
Save your changes.
