No Charge Calls
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.
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 ...
All,Not sure if this is possible or not. When we have a "Potential Member" tag on a customer we would like that work order to already have an estimate for a Membership attached. That way every potential member is given at least an estimate for a memb...
proposal template organize be able to select how to organize proposal templates for better structure
Hey ST users!Currently, I have been running into the problem where we have new builds that require more than one department to quote (example: both an HVAC tech and a duct work tech). What tips/workarounds do you have to help build these types of est...
Hi all-As far as I can see, the e-signed estimate is automatically attached in ServiceTitan by the system. Does anybody know where the original document is housed?
Recently had a technician create an estimate for a job that was 2 days away........Said he accessed it through the mobile dashboard and just hit the wrong day...and wrong job?? Permission options don't seem to address this so wondering if theres some...
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