Servicetitan: How to Run a Report and Update Invoice Business Units on SAVE Plans (Service -> Maintenance)
- |
- 13 steps |
- 37 seconds
1
Click "Reports"
2
Search for "Friday Report: Memberships/Maintenances w/ the Wrong BU"
3
Select "From - To" to change the dates of the report
4
Click "Month to Date"
5
Click "Filter by" in order to switch from Job Completion Date to Job Creation Date
6
Click "Run Report"
7
Right-click "102190329" to open the job in a new tab
8
Click the edit pencil, that is where we can fix the Business Unit *(So long as invoice hasn't been exported)*
9
Click this dropdown
10
Update it from HVAC Service to HVAC Maintenance
11
Scroll down and click "Save"
12
When you see this pop up click "Yes, update invoice item's business unit"
13
