Our techs would like a text notification when they sell an estimate in order to keep up with commission. Currently, the only option is to send our techs ALL the sold estimates- even ones from other technicians. You should consider making it where eac...
Help! We can't use the invoice closeout on the project level since the newest update. Our new construction dept estimates and invoices on the project level instead of on the job. However, none of our estimate items are showing up under Invoice Closeo...
We work on commercial project and equipment. Dispatch is Example 5 rtus need coil cleanings. Do I have to add the Coil Cleaning task 5 times on an invoice to match task to each piece of customers equipment list??
Sharing a list of new troubleshooting articles posted recently to the ServiceTitan KB located here: https://help.servicetitan.com/ -- we hope they are helpful. At the bottom of each article, you can rate it for its usefulness, provide feedback if it ...
I'd like to suggest adding a field to the Estimate module specifically that allows the ability to manually enter a Bill of Materials associated with the specific estimate that could include columns for: Vendor/Source, part number, description, Cost, ...
Hello! In the most recent ServiceTitan update, hyperlinks added by html code in material & equipment items have been disabled or have broken. I embedded a link via HTML that takes the customer directly to the pdf brochure/sell sheet that was uploaded...
Is there a way for CSR's to mark/annotate or escalate opportunities to management easily and effectively? The opportunities are basically in one big "pot" and we prefer to have a best practice where only management is allowed to DISMISS opportunities...
We are new customer of ST and we are still in process of going live with full integration. I am the sales manager for a premier door services company. As the sales manager I am putting the processes in place for my sales team to best use the estimate...
Wanted to see if anyone else would find it beneficial to have a 'Delete' option for templates they no longer use. For my team, we have duplicates and ones that have been deactivated for so long that it becomes a bit annoying to look at them, without ...
How are people managing large price books with this feature? When adding a task, the search feature seems difficult to navigate. Would almost be beneficial to experience it the same way Mobile does. Open to suggestions!! TIA!
