Posts

How to edit email settings

Hi everyone, we have a big bid we are trying to get done. The contact is with a city, not a customer. For us to get this done, I need to send them a contract they can sign, but they don't want it to say estimate but instead contact. I've clicked ever...

Changing Service Location on an Estimate

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...

JCamp by New Contributor
  • 2141 Views
  • 3 replies
  • 7 kudos

Hours Sold Visible on Estimates in Office -- Community-I-1658

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 ...

sambott1 by Contributor
  • 2167 Views
  • 2 replies
  • 0 kudos

I would like to remove the E-sign button?

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?

Resolved! Quoting to Multiple Contractors

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...

TK_OCGD by New Contributor II
  • 3530 Views
  • 5 replies
  • 0 kudos

Resolved! Inspection Form

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...

ZephyrDan by New Contributor II
  • 3614 Views
  • 5 replies
  • 0 kudos

Resolved! Selling Technician

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...

amandaz88 by ServiceTitan Certified Administrator
  • 2771 Views
  • 3 replies
  • 0 kudos

Service Titan Finance and Turns Finance Customer Facing

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...

zbuda by New Contributor
  • 1534 Views
  • 1 replies
  • 0 kudos

Estimate #s

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...