Resolved! Take Permission away from employess to DISMISS recurring events
We often have a CSR accidently dismiss a Recurring event and there is no wat to get it back.
Posts
Showing Net Cost on Estimates
Hello,Does anyone have a suggestion on how to show the net cost on a estimate after rebates?Example: Job is $15,000 and the customer qualifies for a $1000 rebate to be paid directly to the customer from the utility provider (it does not affect our up...
Estimates
Is there a way to hide the equipment from an estimate? I've been building out proposals, but if I go to the office side and set up an estimate using a task, it shows the equipment on the page with the estimate. Any recommendations?
Resolved! Selling Equipment Best Practices
What are the best price book practices for selling equipment installations like a water heater or A/C?Currently, we have a task covering the total labor, materials, and equipment price run through dynamic pricing.The Equipment is attached through the...
Equipment and Material Order Sheets
Good Morning all! I have a question i hope you guys can help out with. When our Salesmen complete a job they are currently filling out a spreadsheet to auto populate equipment using vlookup in excel, as well as all materials needed for job. this list...
New Customer & Location Look
Everyone in our office has made it a point that the new look is not to their liking. Some parts are useful like the side menu but some I will say will take some getting used to. It does give us the option to go back to the old design but what is not ...
Change order of Opportunity Follow up estimates
I reached out to ST tech support and was told this feature was currently unavailable. But I would like to know if the ability to rearrange "Opportunity Follow-Ups" could be added. Because, as it currently stands when I build estimates for a customer ...
Resolved! Sold Estimates
Is there a way to set up notifications when estimates are sold? While setting everything up and watching endless training videos I don't remember seeing anything about sold estimate notifications. I have customers calling me WEEKS after accepting an ...
Sales Reps
How do you set up Sales Reps in Service Titan other than like a technician? I am trying to figure out a way for our sales reps to use ST for estimates and I like the proposal and have built several for them to use. The problem we run into is they go ...
Resolved! Is there a way to get a notification when a customer approves an email estimate?>
We have the approval link set up every time we email an estimate they send an approval link. Is there a way we can get an email notification when a customer approves an estimate? TIA!
