Good morning, Team.Is there a feature that can be added for a technician to tap on to flag a job for an estimate to be made? I realize the dispatch board is color coded in response to the progress the job is on. Blue for scheduled, Purple for dispatc...
I wish there was a way of rearranging the order in which the items are displayed on the estimates and invoices. Equipment should be at the top, then services, then disclaimers etc, and then any discounts
The Ideas tab for Community is not currently working so I figured I'd post it here. Right now there is no way to track or know how many times an estimate template has been used across your company. I think this would be useful because right now we ha...
It is our states law that we have a contractor disclosure form signed from residential homeowners if we are going to perform work to change property that exceeds 2000.00 In discussing with Service Titan, I have not come up with a solution to do this ...
ProblemProviding customers with detailed service descriptions is essential for transparency and better decision-making. However, listing every service description (e.g., Schrader valves, breakers, fuses, capacitors) can make invoices excessively long...
One thing I'm looking to do is have a supervisor approval on estimates before presenting to customer.i.e. only items with a certain pricebook item can be presented and that item is not visible from field.Does anyone have a process or procedure that t...
We are hoping to be able to have our standard warranty statement pdf as an available attachment on all estimates when they go out. Currently, if I'm adding an estimate to an existing job it shows up but it doesn't show up when I send out the initial ...
We recently started using the option to give customers the ability to approve estimates online. We thought this was going to be a great feature. However, we did not realize until today when a customer showed us what it looks like on their end just ho...
Hello,I have an idea for building estimates on the desktop version of the website. There should be an option for text formatting while manually building an estimate under the "Description". Things like: underlining, bold, italics, or an option to add...
Does anyone know if it's possible for a tech to collect a payment from a previous quote from a closed job besides emailing the payment link?
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