Posts

JOB PIPELINE A-Z

I feel that there has to be a way to use the task manager for tracking your progress throughout a jobfor instanceI create a solar or generator install projectas soon as I create that project certain tasks should populate such as Get customer NOCSubmi...

JHenry by New Contributor
  • 586 Views
  • 1 replies
  • 0 kudos

Adding Sold Estimate to an Existing Job

Hey gang! Looking for some insight/clarity on booking sold estimates on existing jobs. Is there a reason/logic to not allowing the office to add sold work from MOBILE to any other existing job?We had a septic technician sell additional work on a job ...

aware134 by ServiceTitan Certified Administrator
  • 1502 Views
  • 4 replies
  • 2 kudos

Estimate Conversion

Hello ST Folks!On the office side we cannot sell estimates to be completed now, into the same job it was created from for a technician. Estimates from office can only be booked into a new job or existing job (other than the one in which it was create...