How to Automate Refunds and Deposits in ServiceTitan
Discover how to save time and reduce errors with ServiceTitan’s automated refunds and deposit features.
Kim Rahn, Implementation Success Senior Manager with the Titan N-Tegration Team (TNT), joins us to explore two must-use features — automated refunds workflow and auto-applying deposits. Kim explains how these tools can simplify complex workflows, prevent double revenue counting, and ensure accurate accounting. Plus, she shares practical advice for setup, common mistakes to avoid, and how these features improve operations for businesses of any size.Â
Tune in to learn how ServiceTitan can enhance your financial processes and keep your books in check.
Join us as we discuss:
[00:30] Automated refunds in ServiceTitan and best practices
[10:30] How the auto-apply rules for deposits alleviate manual workflows
[19:07] Titan Advising Gurus and ServiceTitan success stories
Check out these resources we mentioned during the podcast:
Click here for instructions on setting up your automated refund workflow in ServiceTitan
Click here for instructions on setting up auto-apply rules in ServiceTitan
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.
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