I enabled this feature thinking it would be good for CSRs/Dispatcher to
verify if new calling customers were within our service area, so I set
up the zones, with zip coded, city names, etc, and turns out this
feature wont allow you to book calls on e...
We deal with large property management companies and they have a special
pricing (hourly labor) and I am trying to figure out a way to configure
my Pricebook without having to duplicate it entirely and a dynamic
pricing rule for them.
As far as I know, Custom Reports are only available on Service Titan
Legacy and Works Packages, if you have Starter or Essentials this
feature is not included. If you have Works or Legacy make sure to verify
your Reporting permissions under
Hi Kboysen, we have the same rules for Service vs Install,Our Install
technicians on their profile, under First Drive Settings, we have them
as "Always pay first drive", so they get paid as soon as they dispatch.
Some of our lead service techs- we ha...
Your estimate templates can be added into a Proposal Template. Like if
you have 3 maintenance options, you would first create the Estimate
template for each and then when creating the Proposal template, like
Basic, Better, Best you can add those esti...