Chimney company needing some help. Hopefully someone has figured out a feature/setting/work around for what my company is needing. Currently the way we have our pricebook setup is our services are viewed as repairs or installs. Under the service we h...
Dynamic Pricing is Amazing!!! I have one roadblock keeping me from fully implementing. Dynamic Pricing is amazing on estimates, but it is horrifying on the invoices. I can not think of a use case where I would want to Re-calculate a price that a cust...
Addressing customers in personal emails I always try to use first names. The service business is personal!Service Titan always inserts the full name into commutations which requires a manual change. Reducing manual adjustments are extremely desirable...
Why are you taking up a large section of my screen with your banner telling me to update my estimate? I am building an estimate! I do not need to update every item I enter, but as soon as I enter one item - here comes your banner - taking up my scree...
If a tech writes a fantastic and descriptive estimate, there MUST be some way to save it as an estimate template for future use. There used to be a button on the mobile estimate view or possibly the present that allowed the estimates to be saved as t...
A customer can accept and sign an estimate online however the online estimate link does not allow a customer to make a deposit for the work. ServiceTitan should give customers the ability to make a deposit for their estimates online when they accept ...
I have a customer wanting to download the invoices from the customer portal. Is that possible and if so how would they need to do it? Thank you in advanced (:
Tech sold an estimate, customer has cancelled, I dont want to see it in my reports etc, is there a way to UNSELL an estimate?
Hi all new to ServiceTitan. A lot of our estimators do not create estimates on the spot or immediately after the visit. Sometimes we have to gather fluctuating material costs prior to submitting an estimate. Does anyone currently do this? If so what ...
Our estimates are good for 30 days, but that means we have to go through and manually dismiss every unsold estimate after they expire. Is there any way to set an expiration where the estimates will be auto-dismissed after a specific time period? If n...
