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.
Posts
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...
No Charge Calls
I have recently noticed that when a tech sells a job and performs work now his NoCharge is automatically turned on. It looks like as soon as the tech gets the customer's signature it automatically changes this feature.
Access to Forms and pictures from the estimate page
Suggestion- It would be nice when yo create a project book a job and the job is to gather info for the estimate that while on the estimate you could access the pic's and a form id applicable. It's a pain to have to back out go to either the job or th...
Resolved! Opportunities
I have discovered that If you have multiple estimates on one opportunity/job and one estimate is sold the opportunity is dismissed.I do not believe it should be this way. If you have other open estimates on a opportunity/job it should remain open unt...
