ServiceTitan Community

TeraWhetten · 02-08-2024

We also do multiple estimate totals, so we include the Estimate Number and the Estimate Total in our email template so if they "reply" instead of approving it through the link, the body has the information we need to see which one is approved.

TeraWhetten · 02-08-2024

Are you referring to "selling" the open estimate on the job to the SAME EXISTING invoice, instead of booking a new job / transferring the notes and tasks through the "Book New Job" button? If so, we do that manually a lot in our workflow as the techs...

TeraWhetten · 12-13-2022

This is something we are considering in the future. Would love to see how other company's do this.

TeraWhetten · 12-13-2022

I agree and would like to know a resolution. For our set up, when they sign up we mail them a magnet with their membership benefits, a special hotline (tracking #) and hand write in their renewal date. Having an automatic way to pull a report of upco...

TeraWhetten · 10-13-2022

I agree. This is something we do regularly as we are primarily an Emergency Service company. Every bit of availability is helpful. We call it "squishing" where our Dispatchers watch the job and if they finish up early, they shorten the grey box, in e...

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Re: Multiple estimates sent- customer approves... which one?

Re: All I want is the ability to take an estimate and "upgrade" it to an invoice!!!!!!!

Re: Monthly Membership Down Payment

Re: Notify Customer of Automatic Membership Renewal

Re: Dispatch Board Live Tracking