We recently started using the option to give customers the ability to approve estimates online. We thought this was going to be a great feature. However, we did not realize until today when a customer showed us what it looks like on their end just ho...
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?
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...
Has anyone discovered the best way to get information to the original sales person when a customer replies directly to an estimate sent through the system? Sales Person A will send an estimate to Customer Z. Customer Z responds to the estimate , but ...
Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.
We have some customers who purchase filters from us and we cannot figure out how to sell an estimate without having to book a job and then dispatch/arrive an assigned tech to complete it. We also have the same problem with membership sales. Has anyon...
Anyone else have any complaints about how 'Generic' the estimate proposals are through ServiceTitan? I am working on looking through and creating a dynamic estimate proposal template that our sales team can use when talking with the customer or that ...
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...
Less that 40% of our replacement estimates are closed on site and almost half of our estimates are emailed to the customer and accepted on line at a later date. How are your customers buying from you?
Our latest updates are bringing an extra level of ease and flexibility to your finance offerings. You can now activate more than one of our integrated finance providers, allowing you to offer homeowners multiple financing options on the same job, and...
