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...
I contacted support by text today to find out how to add an Optional line item to an estimate. I was told there was not a way to add an optional item that would not be included in the estimate total until the client check marked it as approved. This ...
Hello there, I was wondering if it were possible to have this option when sending out emails to clients. I've noticed that sometimes it will just bundle them in a random order and send them out with the least expensive, then the most, then something ...
Hello everyone,I am seeking some mutual assistance. If anyone is willing to share their pre-built plumbing estimates and templates, it would be greatly appreciated. I'd be willing to trade or offer up mine as well (I'm new to ST and will share as soo...
We have a job that was booked into an estimate and our technician looked to the estimate versus the job description to perform his work and installed incorrect equipment. Has this happened to anyone?
Has anyone discovered the best way to get information to the original sales person when a customer replies directly to an estimate sent through the system? Sales Person A will send an estimate to Customer Z. Customer Z responds to the estimate , but ...
Our project managers have requested they have standard templates in Service Titan for the estimates they give. Examples: sewer line repair, sewer line replacement, slab leak, re-piping, etc. They want the wording to be saved, so they don't have to ty...
Hi ST users and community members. How do you track 'marketing campaigns' when you send a customer an 'estimate' that is not associated with a 'job'? We have customers who contact us through phone, text, email, contact forms, etc. and want an estimat...
Based in Indianapolis, we are a plumbing only contractor on a growth path. Curious as to what other service focused (residential and commercial) plumbing contractors see as their success rate with their estimators. We stand between 32-37% depending o...
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| 12-06-2024 09:04 AM | ||
| 11-14-2024 06:16 AM | ||
| 09-17-2024 01:38 PM | ||
| 09-17-2024 04:24 AM | ||
| 09-09-2024 11:42 AM |
