We have an Inside Sales Team that follows up on Preventative Maintenance Inspections and provides follow up estimates to customers based on the reports. Many of these customers have multiple locations we inspect. Some of these estimates are time cons...
Our sales guys calls into the office to ask for availability on a job before he sells the ticket, which can often be the factor that sells the job. He doesn't always give the most accurate estimates on how long a job will take, so it would be really ...
Our techs accidentally hit this button and customers accidentally hit it as well. These days, no one is asking us to go contactless, so how can I remove the e-sign option permanently?
Hello, We are running into the problem of trying to right estimates for multiple contractors. We are bidding the same job to multiple contractors and would like a way to just copy it over to each of the clients. I think it would have to be the projec...
Hey all, We are new to the platform and are looking to implement a form that we can use in the field. If anyone could advise whether they created one in forms or imported theirs, I would appreciate it. If someone could shared theirs as well I would b...
Can any share some insight - While building an estimate from the office end. A tech has sent us some photos and we need to attach them to add emphasis, to back up our estimate and convert the sale. We are unable to attach them, is this not an option?...
I'm sure this has been asked before but I'm having trouble searching in the community. How does everyone handle selling technicians? Most of our technicians are selling techs so they do not flip leads to our sales people. How do you handle this? I ha...
Hello ST Community! We went live on 9/22 and are working on understanding how Service Titan Finance and Turns Finance works, I want to streamline it in the system for customer facing presentation. How do we show the customers the options or abilities...
We just starting using Estimates in Service Titan. We were previously typing them in Word and sending them out to the customers. When you create an Estimate, an Estimate # is generated but that number changes when it is sold/converted. Why are the Jo...
Someone mentioned a Build Estimate button on the location screen that would allow to build an estimate that would show in follow ups without booking a job. @KirstenGoTime was that you? I need to know what that config is called because my CSM can't fi...
| Subject | Author | Posted |
|---|---|---|
| 09-09-2024 11:42 AM |
