Posts

Resolved! Customer Reply To Estimate Sent Through System

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 ...

JustinL by New Contributor
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  • 3 replies
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Dynamic Customer-Facing Estimate Templates

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 ...

Nelson_Gothard by ServiceTitan Certified Administrator
  • 610 Views
  • 2 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
  • 595 Views
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Exciting Integrated Financing Updates!

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...

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llandis
by New Contributor
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Multiple department estimate

Hey ST users!Currently, I have been running into the problem where we have new builds that require more than one department to quote (example: both an HVAC tech and a duct work tech). What tips/workarounds do you have to help build these types of est...

KhianaKlatt by Valued Contributor II
  • 664 Views
  • 1 replies
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On Call Air

Good morning, Is anyone using on call air to build proposals that then gets transferred into Service Titan? I am having this issue where our technicians build estimates and it does not transfer to service titan unless the proposal is accepted. it is ...

Lusman by New Contributor
  • 1205 Views
  • 5 replies
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