Description
Jessica Woodruff Smith, President and Cofounder at Boxed for the Trades, returns to discuss the ServiceTitan Accounts Payable module. Jessica explains how this core feature bridges the gap between estimated purchase order costs and actual vendor bills to provide real-time, accurate job costing. She breaks down the essential prerequisites, including a solid purchasing workflow and a clean Pricebook, while offering a step-by-step guide to mapping vendors and reconciling statements. Learn how Jessica leveraged virtual assistants to automate data entry and why she recommends a “first of the month” launch strategy to transform your accounting from a tedious daily task into a high-level decision-making tool.
Join us as we discuss:
[1:06] How Accounts Payable ensures accurate vendor billing and job costing
[9:51] Why an accurate Pricebook is essential to your Accounts Payable module
[16:47] Explaining to your team the “why” behind implementing new ServiceTitan features
Check out these resources we mentioned during the podcast:
Why Every Shop Should Turn on Touchless Accounting with Jessica Woodruff Smith
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.
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