Hi Team- Working with a recommended workflow from ServiceTitan & hitting a bit of a wall with getting some questions answered regarding how this recommended workflow is impacting various facets. Would appreciate any help! We have a sales to service workflow across various new markets. Here is how it was recommended: 1. A lead comes in. 2. The lead is booked into a $0 estimate job type ($1 sold threshold & NOT marked no charge/unconvertible). 3. The tech works the job & provides the estimate (mobile). 4. Sold or unsold, the job is marked as complete (mobile). This drives the close rate. 5. The estimate is housed in the follow up screen (mobile & office) 6. From the office, the estimate is followed up on. If unsold, trying to get it sold. 7. From the sold estimate, the production job is booked (job #2). 8. The tech works the job (mobile). 9. The tech marks the job complete (mobile). This drives the conversion rate. 10. The invoice needs to be audited, batched, posted & exported to QBO. Currently, a large group of people are reporting their close rates are inaccurate (working with almost 350 tenants here...). To me that's not surprising that it's incorrect. How could a $0 job type, with $1 sold threshold, not marked no charge/unconvertible generate an appropriate close rate? It seems like we should mark this job type as no charge/unconvertible, no? I feel like I'm missing something here. Help! Also, people are trying to collect estimates at this 0$ job type. So they sold this estimate to be booked on the production job (job #2), but theres nothing on this job type to collect deposit against from the office, since itll be a 0$ invoice. Currently having to book the 2nd job out really far into the future, turning off notifications & then collecting deposit against that invoice (from job 2). Any ideas here?? TIA!
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