Hi Team- Working with a recommended workflow from ServiceTitan & hitting a bit of a wall with getting some questions answered regarding how this recommended workflow is impacting various facets. Would appreciate any help!  We have a sales to service workflow across various new markets. Here is how it was recommended: 1. A lead comes in. 2. The lead is booked into a $0 estimate job type ($1 sold threshold & NOT marked no charge/unconvertible). 3. The tech works the job & provides the estimate (mobile). 4. Sold or unsold, the job is marked as complete (mobile). This drives the close rate. 5. The estimate is housed in the follow up screen (mobile & office) 6. From the office, the estimate is followed up on. If unsold, trying to get it sold. 7. From the sold estimate, the production job is booked (job #2).  8. The tech works the job (mobile). 9. The tech marks the job complete (mobile). This drives the conversion rate. 10. The invoice needs to be audited, batched, posted & exported to QBO. Currently, a large group of people are reporting their close rates are inaccurate (working with almost 350 tenants here...). To me that's not surprising that it's incorrect. How could a $0 job type, with $1 sold threshold, not marked no charge/unconvertible generate an appropriate close rate? It seems like we should mark this job type as no charge/unconvertible, no? I feel like I'm missing something here. Help! Also, people are trying to collect estimates at this 0$ job type. So they sold this estimate to be booked on the production job (job #2), but theres nothing on this job type to collect deposit against from the office, since itll be a 0$ invoice. Currently having to book the 2nd job out really far into the future, turning off notifications & then collecting deposit against that invoice (from job 2). Any ideas here?? TIA! ... View more

Hi everyone! I wanted to introduce myself. I'm Caitlin & I work with Premium Service Brands. We're a franchisor with brands across all new/emerging markets for Service Titan. I'd love to connect with anyone in: painting, maid services, junk removal, handyman services, grouting.  I've mostly been posting on topic specific boards, but I'm glad I found this and will be coming here more for some suggestions or guidance! ... View more

Welcome to the Pioneering Trades community group! This is a space dedicated for our customers in new markets to learn, thrive, and meet other folks in their industry. We'd love to get your wheels turning with a few intro questions to get to know you better.  1. What industry are you coming from? 2. How long have you been working in the trades? 3. What is your favorite ServiceTitan feature? 4. What is one area of the ServiceTitan product you would want to change?  ... View more

https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-2569  Currently, when processing membership invoices, the invoices are created using the system default settings, completely ignoring the payment terms set on the customer. This is horrible!  I really think this idea that was posted needs a lot of love and upvotes. It's not practical to have to manually update every membership invoice to the correct payment terms when you have hundreds of membership invoices. Maybe if everyone sends data requests to Support to update the payment terms on membership invoices, they'll get the idea that not using what was set on the customer profile is a poor idea. ... View more

Hello All!  Again I am here to share an idea for upvoting.  This is particularly useful for the high RSE companies like mine.   COMMUNITY-I-1383  by @pawelbankowski  Right now my techs use a form to alert me or the field manager of something that is going on at a pool.  Repairs, lock out, client wants a call, etc. I then move the comments of the form to the notes and process what's needed in the office and the field manager processes his portion.   It would reduce the steps if the techs could put in a note and check a box to alert the office or manager etc. the way one can pin a note. If you think you would like this please go up vote it!  @pblwayne  @JGradwoh  ... View more