J-Pauley
New Contributor II
since ‎08-30-2022
‎03-26-2025

User Statistics

  • 4 Posts
  • 0 Solutions
  • 1 Kudos given
  • 3 Kudos received

User Activity

ProblemProviding customers with detailed service descriptions is essential for transparency and better decision-making. However, listing every service description (e.g., Schrader valves, breakers, fuses, capacitors) can make invoices excessively long...
ProblemCurrently, there is no way to apply a specific dollar amount discount (e.g., $178.42) to an estimate in the field without creating a new discount item each time. This limitation creates inefficiencies when finalizing sales, especially in situa...
ProblemThe current tagging automation within ServiceTitan’s Pricebook is not thorough enough to handle many workflows efficiently. As a result, managers and CRM office users must spend excessive time manually inputting and reviewing call data. This r...
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