Estimate
I am needing to figure out how my tech's can create an estimate (On Mobile) for a customer after the job has been completed. Can anybody Help?
Posts
Resolved! sold estimates
Hello,Once estimate is sold and customer calls in to cancel the service they agreed to. is there a way we can mark this unsold on our end?
Resolved! Is it possible to edit the sold on date for sold estimates?
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...
ChatGPT - Estimates/Quotes
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!
Buddy checks
When you are scheduling a buddy check job for a sales guy to show up on a service techs job, are you considering those to be a opportunity or not?
"Resend the Estimate" - Does it only send to the contact the estimate originally sent to?
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?...
Hide estimates from technician
Is there a way to hide estimates from technicians on the mobile side?
Resolved! Add Clickable Link to Estimate Email
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...
Bug in Item Group button?
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...
Sales not reporting for technician
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!
