Hi All, My question is how are 'you' doing contracts and change orders? The state of Oregon requires a contract for any job over $2,000 along with notices to be given to the customer to protect them from liens. With our last CRM/FSM we were able to use an e-signature program that pulled the information straight from the estimate and put it into the contract. It eliminated so many issues with the contract not matching the work order. There was no double or triple entry from estimate to contract to the job. We are still using the same e-signature program, but we are not manually entering the information. So, what are you using for contracts? Another issue we have are change orders. We are a water filtration and pump company. There are times we may go out to do a filtration installation and discover that a pressure tank is bad. If we can, we will replace it while on site. However, we need to do a change order. I uploaded a PDF of our Change Order into Forms. Which is okay, but not very user-friendly. My technicians were like... 'Can we still use the old carbon copy?' What are you using for change orders? Any recommendations would be appreciated!
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Howdy, Water Treatment User Group! This thread will serve as a central area for all enhancement requests originating from or in relation to ServiceTitan users within the Water Treatment Industry. Let's upvote these requests together! Have your own enhancement requests and want them linked here? Feel free to reach out! This post will be updated periodically. This is a continuation of the original Enhancement Requests post. See the original post HERE Submitting & Upvoting Your Ideas: ***** COMMUNITY-I-1824 Customize the landing pages for users when they login based on their role or company position COMMUNITY-I-1825 Allow single equipment line items with multiple quantities onto equipment record as individual line items COMMUNITY-I-1877 Put technician information on estimates COMMUNITY-I-2044 Allow Zones to appear on Job page + Dispatch Job Details Flyout COMMUNITY-I-2088 Include New Users in Payroll by Default COMMUNITY-I-2243 Invoice Templates: Service-linked Materials / Add-On toggle / Equipment COMMUNITY-I-2249 ALLOW Technicians to view timesheets for each job on mobile side! COMMUNITY-I-2256 Sync edits for synced notes in Customer/Location page redesigns COMMUNITY-I-2259 [Chat] Last employee who responded tag COMMUNITY-I-2287 Allow multiple Business Units per single Recurring Service Type COMMUNITY-I-2299 Recurring Payments / Autopay for In-House Payment Plans COMMUNITY-I-2302 Include "Surveys" from Reputation > Review Generation to be included within Chat threads COMMUNITY-I-2333 Chargeable Materials: Inventory Location Visibility & Consistency on Invoices COMMUNITY-I-2343 Kinetico Points in ServiceTitan: Pricebook Equipment & Reporting COMMUNITY-I-2373 Custom Fields: Pricebook COMMUNITY-I-2426 Kinetico Warranty Registration: Custom Report Template COMMUNITY-I-2475 Job Details Flyout: Allow address text to be copied COMMUNITY-I-2476 Schedule Assistant: Provide preview of mapped stops COMMUNITY-I-2635 Have custom fields auto fill on jobs booked from another job COMMUNITY-I-2752 Update View Technician Route to consider Non-job Event Codes connected to addresses
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