We just switched over to Service Titan earlier this month, we had some
issues with sales jobs that ported over from our old system. Some of the
older jobs were not linked to a project causing the installation to not
associate to the sales job. Becaus...
Hello! Is anyone out there teaching/encouraging their techs to use
ChatGPT to help them write quotes/estimates and invoice summaries? If
so, are you getting a positive response from your techs or how has that
process been?Thanks!
We're strictly B2B. Our Customers usually have multiple contacts listed
under them. Under each location are also multiple contacts. When using
the Resend the Estimate feature, will it only send to the contact to
whom the estimate was originally sent?...
Hi All,When we email estimates to customers, we also need to include a
link in the email body that, when clicked, will open renderings of the
closet we designed for them. I currently paste the link into the email
body. However, most email clients are...
I've had over a dozen times now that when i click the item group button
and type in my Parent Item and hit save it turns into a task on my
estimate. ( i have been carful to make sure i am clicking item group and
not task button) any one else having t...
Hello, I'm having an issue with one of my tech's. For some reason his
sold estimates are not showing on his tech performace sales chart. Any
insight on this? Thank you in advance!
