Servicetitan: How to Run a Report and Update Invoice Business Units on SAVE Plans (Service -> Maintenance) | Scribe

    Servicetitan: How to Run a Report and Update Invoice Business Units on SAVE Plans (Service -> Maintenance)

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    • 37 seconds
    Click "Reports"
    Search for "Friday Report: Memberships/Maintenances w/ the Wrong BU"
    Select "From - To" to change the dates of the report
    Click "Month to Date"
    Click "Filter by" in order to switch from Job Completion Date to Job Creation Date
    Click "Run Report"
    Right-click "102190329" to open the job in a new tab
    Click the edit pencil, that is where we can fix the Business Unit *(So long as invoice hasn't been exported)*
    Click this dropdown
    Update it from HVAC Service to HVAC Maintenance
    Scroll down and click "Save"
    When you see this pop up click "Yes, update invoice item's business unit"
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