Hi Everyone,I am reaching out to see if there are any other ServiceTitan users that sells HVAC Installations through Costco and would like to learn of their proposal / work order process. Many HVAC companies use the software, PricebookPlus, to propos...
Wondering if there is a way to provide an estimate to a customer that doesnt show all the materials used, shows maybe a material cost (like a total of materials) but still has the actual quantities of materials used so that we know for inventory purp...
Hello, new Titan user here. We have a bit of an odd workflow it seems cause I can't find a good solution to the following problem. We are a Locksmith and lots of times our office staff will sell large quantities of padlocks to customers that take a n...
Since the most recent update we are unable to change the "print" view for invoices and estimates. When trying to choose, itemized with price, itemized without price, aggregated or hide items, it only shows you the itemized with price option regardles...
I am needing to figure out how my tech's can create an estimate (On Mobile) for a customer after the job has been completed. Can anybody Help?
Hello,Once estimate is sold and customer calls in to cancel the service they agreed to. is there a way we can mark this unsold on our end?
We just switched over to Service Titan earlier this month, we had some issues with sales jobs that ported over from our old system. Some of the older jobs were not linked to a project causing the installation to not associate to the sales job. Becaus...
Hello! Is anyone out there teaching/encouraging their techs to use ChatGPT to help them write quotes/estimates and invoice summaries? If so, are you getting a positive response from your techs or how has that process been?Thanks!
When you are scheduling a buddy check job for a sales guy to show up on a service techs job, are you considering those to be a opportunity or not?
We're strictly B2B. Our Customers usually have multiple contacts listed under them. Under each location are also multiple contacts. When using the Resend the Estimate feature, will it only send to the contact to whom the estimate was originally sent?...
