Good morning, we are in the process of converting to Service Titan from Desco. I was curious we have an auto summary that we used on our old system, that would be put on the customers invoice automatically if they had a maintenance visit done so the ...
Why can't we attach a sold estimate to the job it was sold on; from the office after completion?Example: the tech screwed up and didn't mark the estimate sold while he was on site. Now we need to mark the estimate that he created as "sold" and attach...
We have just integrated Dispatch Me into our Service Titan application and will be ready to receive new bookings from American Home Shield by next week. I have chosen the "Booking" work flow through Dispatch Me and created a BU called "Home Warranty"...
New to ST and trying to wrap my head around how to structure the pricebook for HVAC Install projects. My main goals are to have material costs, equipment costs and sold labor hours included for reporting purposes. My problem is how to structure the p...
