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SettingUpGeneralLedgerAccounts SettingupGeneralLedgerAccountsin Service Titan Whoshouldusethisguide: Accountant AnyoneintheofficeresponsibleforQuickBookssetuporexportingto QuickBooks. Overview YoucansetupyourgeneralledgeraccountsinServiceTitan.
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01
Go to the Service Titan website and log in to your account.
02
Navigate to the 'Features' section or any relevant settings page.
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Locate the 'Note This' feature and click on it.
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Any user or customer of Service Titan who wants to keep track of important information or notes related to their account or services.
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NoteThisFeatures is now standard with all new ServiceTitan accounts.
All users with ServiceTitan accounts are required to file NoteThisFeatures.
You can fill out NoteThisFeatures by accessing the feature in your ServiceTitan account and following the prompts.
The purpose of NoteThisFeatures is to provide a standardized way for users to take notes on their ServiceTitan accounts.
Users must report any relevant information related to their service jobs and customer interactions on NoteThisFeatures.
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