How to deposit a check and record it in Service Titan

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Step 1: Receive Payment via Check and Deposit into Quickbooks

• Receive a check from a customer
• Take note of:
  • Who the check is from
  • Check #
  • Check amount
• Take a photo of the check and deposit it into Quickbooks or Fivestar via the mobile app

Step 2: Locate Customer in Service Titan

• Click on Calls in Service Titan
• Type the customer’s name in the search bar
• Select the customer’s address to select the customer record

Step 3: Find the Job & Invoice

• Review the jobs listed under the customer’s profile.
• Identify the correct job by matching the listed dollar amount on the jon to the amount received on the check
• Click on the job number for the correct job
• Click on the outstanding Invoice for the related job

Step 4: Apply the Payment to the Job & invoice