ServiceTitan Community

Am I missing how you sell a job INSIDE the quote? I'm reviewing the estimate option, customer approves the work - I then have to go back to the job, to view options & THEN sell. We should really be able to sell from inside the quote itself

can you see preferred technician at a glance on the dispatch board? Without having to go to the customers info? I move things around on my schedule based on zones and if a call has a preferred tech I cant tell.

Is there a way to show 2 lines of info for each job on the dispatch board? Right now, I only see the first tag or two and parts of clients names

Is there a way to move a sold estimate to a different job? Another dispatcher booked a manual job that should've have been booked from an estimate. Can I attach the estimate to the already completed job somehow?

do I have to have to call booking feature to be able to build an Estimate from the office if not how do build an estimate with out having to schedule a job

Is it possible to choose/edit the job end time on the booking screen the same way we choose Start time?

Is there anyway that i could change thecolor of the tag on the dispatch board when its a non-working job?

Is there any way to make a customer field on a job show up on the invoice?

A lot of our customers require a PO number on the invoice. We currently have a custom field on the job that shows up on the call booking screen so that our dispatchers remember to get the PO number. In order for it to show up on the invoice, we have ...

Hello, I am trying to find out how you guys book second calls for sales people. If we book another call straight out, it counts this as another lead. We only count it as one lead even if they have to go back for a second visit. Any ideas? Thanks!