New Idea to Vote on!
Hey Community Friends! I just posted a new idea that I would like to get votes on! Thanks!Ability to Access Estimates from Mobile without Re-Dispatching
Posts
Two estimates for one job
Looking for the best way to handle two estimates for one job. There is no way that i know of that you can merge the two estimates together for one job. We have to make two separate estimates for some of our financing options. It would be great if Ser...
Duplicating Estimates
We seem to be having an intermittent issue when we duplicate an estimate...the data that gets entered disappears. Is anyone else having this issue?
Adding Quotes to existing jobs
Why Service Titan do you have to my my life hell? I should be able to add an estimate to a job made from that job.
Benchmarks for system replacement estimates sold on site vs accepted later
Less that 40% of our replacement estimates are closed on site and almost half of our estimates are emailed to the customer and accepted on line at a later date. How are your customers buying from you?
HVAC RetroFit Estimates - More Appeal & More Customizing
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...
Exciting Integrated Financing Updates!
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...
Does anyone have an idea on how to convert an estimate to an invoice at the office level?
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 ...
Converting estimates to bookings
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...
How to know if someone else is working on the same thing
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...
