What should we do with the job if, for one reason or another, a customer
declines to do the estimated work? Service Titan has told us to either
turn the job into an invoice, which we do not want to do or cancel the
job.
When a tech is on mobile view and needs to edit or create new estimate,
we in the office must create a new job or appointment for the tech to
access it, He then must arrive/dispatch to make the changes. This means
we have false job cancellations or c...
Is there a way to add a minimum charge to my estimate templates,
separate from the dispatch fee? Currently, my CSR informs clients that
there is a $98 fee for showing up and providing an estimate, which is
waived if the estimate is accepted. However,...
We just launched and went Live from Dispatch to Service Titan 70.1Upon
transferring pending jobs over from Dispatch to Service Titan, I started
noticing the following issue.1- After creating an estimate, line items
and financials dont carry over from...
Service Titan has become completely useless to our sales team. It is
tough to say what is causing it, but the tablet seems not to sync, even
though it can download and update the price book. When building an
estimate nothing shows up in sub items or ...
For the past 3 days I will be in one of my follows up and when I click
either the back button or the Follow up (flag), my Follow up report will
be empty. The parameters I set will be there but no results. I will
either have to refresh several times o...
Our techs have flagged that we're collecting a high number of signatures
from customers for each job—usually around 4, but it can increase to 6
or 8 depending on the number of sold estimates and if the customer is
paying by credit card. We are lookin...
It would be great to still have the sold by as the technician name but
another section geared towards inside sales where if the inside sales
person assisted with selling the estimate, we can select the inside
sales person AND the technician. This wou...
Does Service Titan have the capability to automatically create an
Estimate for a job based off answers to the Form within that job? For
example, if an HVAC technician goes to do a Tune Up on a house, and his
answer to "Is there currently a water safe...
Has anyone transitioned from pencil + paper estimates, to estimating in
ST? We have been using ST for about 7 months. We transitioned from
pencil + paper job tracking. One of the things we don't do in ST yet is
estimating. Our current process is we t...
