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CJackson
New Contributor III
since
07-16-2016
08-08-2024
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About CJackson
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Customer name field
11-07-2023
Wish Titan allowed more than one name field, so we could have both initial customer and their SO's name clearly in the Bill To screen.
When a customer signs an estimate from home, they think that the job is automatically booked. A report that shows sold estimates without a booked job would be ideal, but I cannot find one. Solutions?
09-24-2019
Re: When a customer signs an estimate from home, they think that the job is automatically booked. A
09-30-2022
We created a custom report that shows all sold estimates for whatever time period we are looking at it. It includes the associated install job. Any that have no associated install job are unscheduled, so we can follow up with them from that report.
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