Winter 2024 Feature Release Q&A [ST-68]

jgelfat
Contributor

This is your space to ask any questions you may have for the new and updated features within the Winter 2024 Release [ST-68], coming January 2024

Please be sure to watch the Blue Collar Nerd Release Video, which will be live by 1/16, providing examples and explanations for several of the ST-68 release features and highlights.

Release Notes is published and can be found here

Release Schedule can be found here

3 REPLIES 3

Misti_Shaver
New Contributor II

Estimates - Add Media and Document Attachments When Emailing Estimates.  
We have been using forms to add sell sheets to estimates that are emailed to customers. I am excited about this new feature so I can reduce the number of forms.  However, when looking at this feature I didn't see a place to add a core group of sell sheets that can be added to estimates through ServiceTitan.  It appears that it is something uploaded from the tablet or computer.  Is that correct?

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I'm excited for this!


Miranda Hufford, Office Manager @ Red Barn Service, LLC

We're happy you're excited too! Tons of exciting new features and enhancements!