It is our states law that we have a contractor disclosure form signed from residential homeowners if we are going to perform work to change property that exceeds 2000.00 In discussing with Service Titan, I have not come up with a solution to do this ...
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?
Hey Gang!This feels like a silly question and I will try not to complicate it too much. In the last year or two, we did an estimate for a preschool that was owned by Company A and their address is 123 Main Street Somewhere, WI 11111. This month, we w...
When signing the sold estimate onsite, customers often get confused by the wording, thus we would like to be able to change the naming to something like "Accepted estimate" or "Approved estimate" instead of "Sold estimate".It would be helpful to have...
This is in regard to warranty work; when we sell an estimate it does not give us the option to sell the estimate and add those sold estimate items to the existing job. We need everything to be on one invoice (the original invoice) for it to communica...
Is there a way to add a minimum charge to my estimate templates, separate from the dispatch fee? Currently, my CSR informs clients that there is a $98 fee for showing up and providing an estimate, which is waived if the estimate is accepted. However,...
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...
It would be great to still have the sold by as the technician name but another section geared towards inside sales where if the inside sales person assisted with selling the estimate, we can select the inside sales person AND the technician. This wou...
Based in Indianapolis, we are a plumbing only contractor on a growth path. Curious as to what other service focused (residential and commercial) plumbing contractors see as their success rate with their estimators. We stand between 32-37% depending o...
I am looking for some help with finding a way to have a PDF fillable form(non service titan form) smart field line that would pull from the APPROVED estimate task line. Details: When we are out on a job and they need to replace furnace or AC, our tec...
