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

This guide provides step-by-step instructions on how to run a report and update invoice business units on SAVE Plans. By following these steps, users can easily generate update the business unit of an invoice from HVAC Service to HVAC Maintenance.

Laura Valdez
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13 steps
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37 seconds

Service Titan

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"