Topics with Label: Appointments - ServiceTitan Community

Terms & Conditions with Replacement Estimates

We have a series of terms and conditions for sold HVAC replacement jobs. What is the best way to attach that to an estimate being sent to a customer and/or being signed?

Resolved! Merging Jobs

Is there a way to merge two jobs? For example, a representative accepted a proposal and took a deposit from a customer. The plumbing supervisor also created a job (for the same proposal) and added multiple appointments. He then asked the representati...

Estimates

Has anyone seen if there is a way to combine 3 or more estimates into one?

Resolved! Different job summaries for different appointments

Is there a way to add different job summaries for different appointments on a job?For example, if we go out for a service call and afterwards find that we need to go back for additional workWhen I add a new appointment, it shows the same notes for th...

Resolved! Waitlist?

I was wondering if other companies have a "waitlist" for there jobs and what and how do you use a waitlist in ST. After our customer pays their deposit, we order the material and wait sometimes 6 months for it to come in. We currently use the follow ...