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?
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?
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...
As of this morning, the link to the original estimate on the converted job is not not working.
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...
Is it possible to force page breaks on this? It would help our proposals look a lot cleaner.
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...
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...
All I want is the ability to take an estimate and "upgrade" it to an invoice!!!!!!! I don't want to RETYPE IT!!!!!!!!!!!!!!!!!!!!!!!
Hello there! I wanted to post an idea that my supervisor had that might be quite helpful if implemented for future builds of Service Titan. You see, when we create two estimates for the same job, sometimes we are able to sell both and often have to c...
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12-06-2024 09:04 AM | ||
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09-09-2024 11:42 AM |