Is there a way to hide task codes from Estimates when viewing online? When a customer clicks the "view estimate" link in the email we send via ServiceTitan, the task CODE appears rather than the task NAME. It is very confusing to the customer and doe...
We just launched and went Live from Dispatch to Service Titan 70.1Upon transferring pending jobs over from Dispatch to Service Titan, I started noticing the following issue.1- After creating an estimate, line items and financials dont carry over from...
Hello there, I was wondering if it were possible to have this option when sending out emails to clients. I've noticed that sometimes it will just bundle them in a random order and send them out with the least expensive, then the most, then something ...
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?
It has become a huge headache when sending multiple estimates out to customer and they reply "I approve" but you don't know which one they're approving. It's great that there's a button that will email all estimates but we do not know which one custo...
We're strictly B2B. Our Customers usually have multiple contacts listed under them. Under each location are also multiple contacts. When using the Resend the Estimate feature, will it only send to the contact to whom the estimate was originally sent?...
Hi All,When we email estimates to customers, we also need to include a link in the email body that, when clicked, will open renderings of the closet we designed for them. I currently paste the link into the email body. However, most email clients are...
It would be most helpful if once an estimate was sold whether it was electronically signed using the email link or manually marked sold by a representative if the estimate would be locked and not able to change lines items or quantities. An estimate ...
