How can I unsell an estimate
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?
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...
We have A store location and frequently sell fireplaces (equipment) to contractors and home owners who install it themselves. Currently there is no way to sell equipment in POS, we bought Service Titan to stream line our activities, this is one area ...
How do you remove the potential savings in an estimate?
A way to display "Warranty Description" on invoices and estimates
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