Virtual Learning Lab: ServiceTitan Automated Refund & Buy Down

Join our upcoming Hands-On Training Lab, this session is designed for your accounting team looking to streamline their processes. Learn how to implement and manage automated refunds and buy downs within ServiceTitan.

During this immersive training lab session, we will cover the following topics:

• Creation of necessary GL Accounts
• Creation of necessary Payment types
• Creation of necessary Pricebook Services/Materials
• Implementing Automated Refund
• Implementation of Buy Down
• Exporting Refund & Buy Down transactions
• PCG Best Practices

This training lab is geared to all Accountants, Controllers or anyone responsible or interested in these financial processes

🖥️  This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.

🚨 Pre-requisite for this lab:

• NA

Recommended pre-work for this lab:

• Permissions
  • Access Settings
  • Add Adjustment Invoice
  • Delete adjustment invoice
  • Edit general ledger accounts
  • View/Create/Post/Unpost Batches
  • Bypass Invoice/Bypass posted batches
  • Edit Payment type
  • Create payment refund
  • Refund integrated payments
  • Edit service
  • Edit Material
  • View pricebook

If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group!

What is a Hands-On Learning Lab?

Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.

During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!

Here’s a glimpse of what to expect:

✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.

👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.

🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.

📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.

🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

• 100% of attendees were satisfied with their experience.
• 100% of attendees said their expectations were met.
• 100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Cost to Attend

This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning! Are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!