Good morning, Is anyone using on call air to build proposals that then gets transferred into Service Titan? I am having this issue where our technicians build estimates and it does not transfer to service titan unless the proposal is accepted. it is ...
Does anyone know if you can, and how to, change the business unit on an existing Estimate Template? I believe it gave me the option to do this upon initial creation, but it doesn't seem to allow me to do it after creation.
I would like to suggest two improvements to the estimate process:1. Make the estimate generation date able to be adjusted to print out the most recent date. If you have a 30 day pricing limit, OFTEN people change their minds on what they want, and th...
ST should have a way of making "opportunity estimates" without having to link it to an appointment (date, arrival window...). For example if I am bidding a commercial job off of a spec and blueprint that was emailed to me. Im not actually going to th...
When we send a customer several estimates - they receive several separate emails. Can we make it so when we send them their options (IE one repair estimate, three replacement options) they get it in ONE email? This would make it easier for them to vi...
We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they kno...
Hi Everyone, Just posted an idea and would love to see some upvotes. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3903 We have really embraced dynamic pricing for almost everything we do as a company, the ability to make sure your field...
Our techs would like a text notification when they sell an estimate in order to keep up with commission. Currently, the only option is to send our techs ALL the sold estimates- even ones from other technicians. You should consider making it where eac...
Help! We can't use the invoice closeout on the project level since the newest update. Our new construction dept estimates and invoices on the project level instead of on the job. However, none of our estimate items are showing up under Invoice Closeo...
We work on commercial project and equipment. Dispatch is Example 5 rtus need coil cleanings. Do I have to add the Coil Cleaning task 5 times on an invoice to match task to each piece of customers equipment list??
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| 12-06-2024 09:04 AM | ||
| 11-14-2024 06:16 AM | ||
| 09-17-2024 01:38 PM | ||
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| 09-09-2024 11:42 AM |
