I'm new to Service Titan and I'm not a technician, only comfort advisor.
I go on calls that require estimates on replacing equipment, not parts
or repairs. I create estimates from the office. Maybe it's me, but I am
disappointed in the Estimate build...
Our latest updates are bringing an extra level of ease and flexibility
to your finance offerings. You can now activate more than one of our
integrated finance providers, allowing you to offer homeowners multiple
financing options on the same job, and...
We take partial payment for jobs over $3000. When we do this it is
before the technician goes to the home to begin work. I am hoping
someone can help me figure out how to convert at the office level so the
partial payment is reflected as well as the ...
Are we the only ones that don't like that if we accept and book from an
estimate this automatically creates a "project" even though we only use
projects for system replacements. We would like it to allow us to create
a "job" when it is only an estima...
We have had a few instances where 2 agents in our office start working
the same estimate or same job booking and Service Titan allows both of
us to be in the same job at the same time booking twice or adding items
to an estimate. Is there a way to fl...
I have recently noticed that when a tech sells a job and performs work
now his NoCharge is automatically turned on. It looks like as soon as
the tech gets the customer's signature it automatically changes this
Suggestion- It would be nice when yo create a project book a job and the
job is to gather info for the estimate that while on the estimate you
could access the pic's and a form id applicable. It's a pain to have to
back out go to either the job or th...
I have discovered that If you have multiple estimates on one
opportunity/job and one estimate is sold the opportunity is dismissed.I
do not believe it should be this way. If you have other open estimates
on a opportunity/job it should remain open unt...