One thing I'm looking to do is have a supervisor approval on estimates before presenting to customer.i.e. only items with a certain pricebook item can be presented and that item is not visible from field.Does anyone have a process or procedure that t...
Does anyone know if it's possible for a tech to collect a payment from a previous quote from a closed job besides emailing the payment link?
On the tablet when selecting the eye icon to not show an item when presenting the estimate, it will still show! However, when emailing the customer, it does not show that item. Why can't we be consistent? Please fix this! It is obviously an error and...
Is there a way to "Add Warranty Info" as one of the required options before creating a quote for a customer?
When is the most expensive home service software on the market going to overhaul the entire estimate process, from creation, presentation, and the customer-accessible online view? I came from Jobber and to be honest for $200/ total, their estimates, ...
When a tech is on mobile view and needs to edit or create new estimate, we in the office must create a new job or appointment for the tech to access it, He then must arrive/dispatch to make the changes. This means we have false job cancellations or c...
Service Titan has become completely useless to our sales team. It is tough to say what is causing it, but the tablet seems not to sync, even though it can download and update the price book. When building an estimate nothing shows up in sub items or ...
Our techs have flagged that we're collecting a high number of signatures from customers for each job—usually around 4, but it can increase to 6 or 8 depending on the number of sold estimates and if the customer is paying by credit card. We are lookin...
Does Service Titan have the capability to automatically create an Estimate for a job based off answers to the Form within that job? For example, if an HVAC technician goes to do a Tune Up on a house, and his answer to "Is there currently a water safe...
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?
