Before you start
You will need to have your SmartAC.com to Service Titan integration set up in your Partner Dashboard; this will sync your member accounts (see How do I set up my ServiceTitan integration? )
If you have the integration already, you’ll need to create a service plan item called “Comfort Credits” or similar and set up the mapping from your Service Titan integration (see How do I add Comfort Credits mapping to my ServiceTitan integration?)
Apply Comfort Credits to an Invoice in Service Titan
Once a job is completed, create an invoice in Service Titan for the member who has comfort credits (you should be able to see the Comfort Credit balance on the Job’s custom field if you’ve set this up above).
Go to the invoice actions and choose “add a task.”
Choose the Service Plan Item that you mapped comfort credits to (example: “HVAC Maintenance Renewal”)
Set your Unit Price to be a negative -1.00
Set your Quantity to the amount of Comfort Credits you want applied to this invoice
Click Save. You will now see Comfort Credits applied to the invoice as a line item
On your SmartAC.com Partner Dashboard, you will also see a transaction under “Comfort Credits > Transactions”, that shows the change to your member’s balance
Members will also see an update to the Comfort Credits inside their app rewards area
