I have recently noticed that when a tech sells a job and performs work
now his NoCharge is automatically turned on. It looks like as soon as
the tech gets the customer's signature it automatically changes this
feature.
Suggestion- It would be nice when yo create a project book a job and the
job is to gather info for the estimate that while on the estimate you
could access the pic's and a form id applicable. It's a pain to have to
back out go to either the job or th...
I have discovered that If you have multiple estimates on one
opportunity/job and one estimate is sold the opportunity is dismissed.I
do not believe it should be this way. If you have other open estimates
on a opportunity/job it should remain open unt...
Hey all!Is there anyway to integrate our own financing options into
ServiceTitan, or can we only use ServiceTitan approved finance
options.We personally use Enerbank, and would love to be able to present
our estimate with the proper monthly payments ...
It would be most helpful if once an estimate was sold whether it was
electronically signed using the email link or manually marked sold by a
representative if the estimate would be locked and not able to change
lines items or quantities. An estimate ...
All,Not sure if this is possible or not. When we have a "Potential
Member" tag on a customer we would like that work order to already have
an estimate for a Membership attached. That way every potential member
is given at least an estimate for a memb...
Hey ST users!Currently, I have been running into the problem where we
have new builds that require more than one department to quote (example:
both an HVAC tech and a duct work tech). What tips/workarounds do you
have to help build these types of est...
Hi all-As far as I can see, the e-signed estimate is automatically
attached in ServiceTitan by the system. Does anybody know where the
original document is housed?
Recently had a technician create an estimate for a job that was 2 days
away........Said he accessed it through the mobile dashboard and just
hit the wrong day...and wrong job?? Permission options don't seem to
address this so wondering if theres some...
