Outside Sales

Happy Friday!! We are starting up an outside sales team and would love to get insight into how you manage this in Service Titan. We have tried the 'Leads' process, but it is not working too well for us. I would like to know your process from start to...

CNorman-GDM by ServiceTitan Certified Administrator
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Doesnt seem like much activity in here.

I usually go straight to facebook service titan masterminds group but Id like to come here more often to contribute. I wish the format was a little better structured. If I click on "see more" then click on a result and then use my back button in the ...

dkim by New Contributor II
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Pricebook Setup for Garage Door Co.

Team - When I set up our Pricebook, I tried looking ahead to inventory. Because of the nature of garage doors being a combination of many parts, I worked under the premise that you have to inventory all of the parts that make up a door, not the whole...

What information would you like to see? 🤔‌

Hello Garage Door Titans! As this group continues to grow and evolve I want to make sure that we stay centered on information that would be valuable to you and your business. Some of the topics we plan on covering in the future include job costing, t...

by New Contributor
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Selling Estimates - POS

Doe anyone have ideas about selling estimates on POS? For example, we are primarily a service and install company, but we do have a number of sub-dealers who buy doors over-the-counter from us. Typically they get an estimate from us. Then, when their...

jarrettd by New Contributor III
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Adding Doors to Pricebook

I am at a stand still currently while I rack my brain trying to figure out how to enter doors into my price book. I know the door model goes under equiptment and the installation is considered a service but do I have to enter every door size/color/op...

Jobs on hold may not be what I am trying to do

Hi Everyone!First day here and I have a question maybe someone can help with? When I sell a garage door job and now have to wait for materials which nowadays can be weeks/ months, what is the proper process? I am marking the estimate as sold and Tita...