ServiceTitan Community

Misti_Shaver · 05-03-2024

With our previous CRM/FSM software we took the estimate information and transferred the information in the estimate into a customer contract. When we came to ServiceTitan we were unable to do it that way. I was informed about Zapier but didn't have t...

Misti_Shaver · 11-01-2023

Hi from Oregon. We have been using ServiceTitan for almost 18 months and have been very happy with switching over.

Misti_Shaver · 05-17-2023

A portion of our estimates are created in the office and we like to include the coordinating literature and spec sheets with it. Is there any other option than adding the documents to the account every time you email out an estimate or downloading th...

Misti_Shaver · 12-14-2022

Hi All, My question is how are 'you' doing contracts and change orders? The state of Oregon requires a contract for any job over $2,000 along with notices to be given to the customer to protect them from liens. With our last CRM/FSM we were able to u...

Misti_Shaver · 09-25-2024

We use projects for all installations. We manually create them when an estimate is sold. We have a review process by our service manager where he determines the number of technicians and any additional information they may need. We schedule, collect ...

Misti_Shaver · 06-20-2024

It is unfortunate that ServiceTitan feels that moving to Facebook would simplify anything.

Misti_Shaver · 06-20-2024

I do not want to go to Facebook. My Facebook is my personal life. I do not want to make a second account for my professional one. Please don't go that route.

Misti_Shaver · 06-20-2024

We require a card on file and 50% down for all installs. We have wanted to move forward with having a card on file for all services. I  Janelle's solution. I think this is great. I will be sharing this with my managers.

Misti_Shaver · 12-29-2023

Estimates - Add Media and Document Attachments When Emailing Estimates. We have been using forms to add sell sheets to estimates that are emailed to customers. I am excited about this new feature so I can reduce the number of forms. However, when loo...

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Zapier Automation - Create Project

Happy Wednesday from Oregon!

Literature with Emailed Estimates

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Re: Offering to put credit card on file

Re: Winter 2024 Feature Release Q&A [ST-68]