I'm new to Service Titan and I'm not a technician, only comfort advisor. I go on calls that require estimates on replacing equipment, not parts or repairs. I create estimates from the office. Maybe it's me, but I am disappointed in the Estimate build...
Our latest updates are bringing an extra level of ease and flexibility to your finance offerings. You can now activate more than one of our integrated finance providers, allowing you to offer homeowners multiple financing options on the same job, and...
We take partial payment for jobs over $3000. When we do this it is before the technician goes to the home to begin work. I am hoping someone can help me figure out how to convert at the office level so the partial payment is reflected as well as the ...
Are we the only ones that don't like that if we accept and book from an estimate this automatically creates a "project" even though we only use projects for system replacements. We would like it to allow us to create a "job" when it is only an estima...
We have had a few instances where 2 agents in our office start working the same estimate or same job booking and Service Titan allows both of us to be in the same job at the same time booking twice or adding items to an estimate. Is there a way to fl...
I have recently noticed that when a tech sells a job and performs work now his NoCharge is automatically turned on. It looks like as soon as the tech gets the customer's signature it automatically changes this feature.
Suggestion- It would be nice when yo create a project book a job and the job is to gather info for the estimate that while on the estimate you could access the pic's and a form id applicable. It's a pain to have to back out go to either the job or th...
I have discovered that If you have multiple estimates on one opportunity/job and one estimate is sold the opportunity is dismissed.I do not believe it should be this way. If you have other open estimates on a opportunity/job it should remain open unt...
Hey all!Is there anyway to integrate our own financing options into ServiceTitan, or can we only use ServiceTitan approved finance options.We personally use Enerbank, and would love to be able to present our estimate with the proper monthly payments ...
It would be most helpful if once an estimate was sold whether it was electronically signed using the email link or manually marked sold by a representative if the estimate would be locked and not able to change lines items or quantities. An estimate ...
