Tech Collecting Payment on Quotes
Does anyone know if it's possible for a tech to collect a payment from a previous quote from a closed job besides emailing the payment link?
Posts
Task CODES display on Online Estimates
Is there a way to hide task codes from Estimates when viewing online? When a customer clicks the "view estimate" link in the email we send via ServiceTitan, the task CODE appears rather than the task NAME. It is very confusing to the customer and doe...
Resolved! Customer Reply To Estimate Sent Through System
Has anyone discovered the best way to get information to the original sales person when a customer replies directly to an estimate sent through the system? Sales Person A will send an estimate to Customer Z. Customer Z responds to the estimate , but ...
How to add estimate for multiple customers
Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.
How to sell an estimate without booking a job with an assigned technician
We have some customers who purchase filters from us and we cannot figure out how to sell an estimate without having to book a job and then dispatch/arrive an assigned tech to complete it. We also have the same problem with membership sales. Has anyon...
Dynamic Customer-Facing Estimate Templates
Anyone else have any complaints about how 'Generic' the estimate proposals are through ServiceTitan? I am working on looking through and creating a dynamic estimate proposal template that our sales team can use when talking with the customer or that ...
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...
Benchmarks for system replacement estimates sold on site vs accepted later
Less that 40% of our replacement estimates are closed on site and almost half of our estimates are emailed to the customer and accepted on line at a later date. How are your customers buying from you?
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...
Multiple department estimate
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...
