Good morning, Is anyone using on call air to build proposals that then
gets transferred into Service Titan? I am having this issue where our
technicians build estimates and it does not transfer to service titan
unless the proposal is accepted. it is ...
Does anyone know if you can, and how to, change the business unit on an
existing Estimate Template? I believe it gave me the option to do this
upon initial creation, but it doesn't seem to allow me to do it after
I would like to suggest two improvements to the estimate process:1. Make
the estimate generation date able to be adjusted to print out the most
recent date. If you have a 30 day pricing limit, OFTEN people change
their minds on what they want, and th...
ST should have a way of making "opportunity estimates" without having to
link it to an appointment (date, arrival window...). For example if I am
bidding a commercial job off of a spec and blueprint that was emailed to
me. Im not actually going to th...
When we send a customer several estimates - they receive several
separate emails. Can we make it so when we send them their options (IE
one repair estimate, three replacement options) they get it in ONE
email? This would make it easier for them to vi...
We have property managers who are receiving literally a hundred emails
from us per week. Can we change it so when our techs send them estimates
from the field the Estimate Name is more descriptive? It should have the
location in the title so they kno...
Hi Everyone, Just posted an idea and would love to see some upvotes.
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3903 We have
really embraced dynamic pricing for almost everything we do as a
company, the ability to make sure your field...
Our techs would like a text notification when they sell an estimate in
order to keep up with commission. Currently, the only option is to send
our techs ALL the sold estimates- even ones from other technicians. You
should consider making it where eac...
Help! We can't use the invoice closeout on the project level since the
newest update. Our new construction dept estimates and invoices on the
project level instead of on the job. However, none of our estimate items
are showing up under Invoice Closeo...