Posts

esign

My tech sent an esign to his customer, the customer states he did sign it but we can't find the proof that he did, where would that be found?

espencer1 by New Contributor
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  • 3 replies
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Estimate to purchase order, to booking job

Good morning, My company has recently switched to Service Titan, and I'm trying to get a better understanding of how an estimate for a part we do not stock should be flipped into a purchase order, and then converted to a booking.We have tried two dif...

markravan by New Contributor
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  • 1 replies
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Combine materials in an estimate

We have Services set up to provide materials. Sometimes our estimators will add more than one service with materials attached to the same estimate. When this happens if the services have the same materials there are more than one line item on an esti...

aricci92 by ServiceTitan Certified Administrator
  • 277 Views
  • 2 replies
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Specific Tasks on Estimates

Does anyone know of a way to join two separate reports so that I can determine how many times a certain task has been sold on estimates? Currently I can only see specific tasks when they are on an invoice (installed) and not necessarily when they are...

LELD by New Contributor
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  • 1 replies
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Options not included on estimates

Hi, I was wondering if there is a way to add "Options not included" to an estimate? When we created our inhouse estimate we have a list at the bottom of the estimate for "Options not included" ie- additional return air install, duct sealing and duct ...

jsugamele by New Contributor
  • 285 Views
  • 1 replies
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Any Other Costco/ServiceTitan Users?

Hi Everyone,I am reaching out to see if there are any other ServiceTitan users that sells HVAC Installations through Costco and would like to learn of their proposal / work order process. Many HVAC companies use the software, PricebookPlus, to propos...

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NQ by New Contributor II
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  • 0 replies
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