Posts

attachments to follow new job

Hello Service Titan team,We would really benefit from being able to have any attachments, ie. pictures and other notes, from the estimate appointment to the new booked job. This is a really big failure for us. When the techs in the field go to the jo...

E-Sign form link killed when complete a Job. PLEASE FIX.

I spent days troubleshooting this topic after feedback from a customer. I have confirmed by testing that E-sign links sent to customers do not work if we close out a job. However if you reopen the job/appointment the original e-sign link will work ag...

Seth by New Contributor
  • 1969 Views
  • 4 replies
  • 0 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...

Resolved! Multiple appointments non opportunity automation

Hello, We have an issue with tracking our recurring service appointments opportunity conversion rates. We are hoping to be able to conditionally have the non-opportunity box checked when necessary, here's the scenario;Customer has 5 recurring service...

CodyWans by New Contributor II
  • 1267 Views
  • 1 replies
  • 1 kudos