Posts

esign

My tech sent an esign to his customer, the customer states he did sign it but we can't find the proof that he did, where would that be found?

espencer1 by New Contributor
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  • 4 replies
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Estimate to purchase order, to booking job

Good morning, My company has recently switched to Service Titan, and I'm trying to get a better understanding of how an estimate for a part we do not stock should be flipped into a purchase order, and then converted to a booking.We have tried two dif...

markravan by New Contributor
  • 382 Views
  • 1 replies
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Selling an estimate

Good Morning, I am trying to "Sell" an estimate and I am getting an error message stating that it can not be sold by a non-managed technician. I have never had this happen before in the 2 years that I have worked here. What is going on?Thanks, Dawn B...

Estimates

Looking to see where to find out the statuses on Estimates..... (EX: see attached below)

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Clone Opportunity

Hi,Looking for some suggestions on the best way to setup this process.We see a lot of clients looking to book the same service as the previous year. We want to duplicate last year's opportunity (not estimates in last year's opportunity) to keep our d...

jshelson by New Contributor II
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  • 0 replies
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Combine materials in an estimate

We have Services set up to provide materials. Sometimes our estimators will add more than one service with materials attached to the same estimate. When this happens if the services have the same materials there are more than one line item on an esti...

aricci92 by ServiceTitan Certified Administrator
  • 609 Views
  • 2 replies
  • 1 kudos