@Zach Got it, good to know you are already utilizing this option. I
agree it would be great to automate the customer payment process more to
prevent these steps having to be taken on the office side. For the
verbiage, ServiceTitan has designated Esti...
@Zach Reaching out to quickly confirm you were aware of the option to
take a payment manually from both Office or Mobile at the Estimate
level, rather than booking every won Estimate into an Install Job /
Invoice in order to collect a deposit. If you...
