esign
My tech sent an esign to his customer, the customer states he did sign it but we can't find the proof that he did, where would that be found?
Posts
Options not included on estimates
Hi, I was wondering if there is a way to add "Options not included" to an estimate? When we created our inhouse estimate we have a list at the bottom of the estimate for "Options not included" ie- additional return air install, duct sealing and duct ...
Estimate reminders
Has anyone else been having problems with the technicians not being able to use the calendar to select a day and time for estimate reminders? Everything seems to be work but the reminder is not set.
Any Other Costco/ServiceTitan Users?
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...
Estimate
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?
Hide estimates from technician
Is there a way to hide estimates from technicians on the mobile side?
New Idea to Vote on!
Hey Community Friends! I just posted a new idea that I would like to get votes on! Thanks!Ability to Access Estimates from Mobile without Re-Dispatching
Exciting Integrated Financing Updates!
Our latest updates are bringing an extra level of ease and flexibility to your finance offerings. You can now activate more than one of our integrated finance providers, allowing you to offer homeowners multiple financing options on the same job, and...
Financing Integration
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 ...
Technicians using their mobile dashboard
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...
