Service Titan Knowledge Base

Job booking FAQLast updated on 03/02/2023

Sales and install jobs

How do I book a sales call to provide an estimate to a customer?

What do you do if a sales technician goes on a sales call and makes the sale?

What do you do if a sales technician sells a job and can immediately do the installation?

What do you do if a sales technician goes on a sales call but does not make the sale?

How do you have daily totals for accounting purposes?

How do you track forms on each job?

How do we book a multi-trade installation if we have one business unit working on the job for three days, and a different business unit doing two days of work?

What do you do if a multi-day installation involves the same business unit and job type?

What do you do if a sales technician goes to an A/C repair and instead sells a new system?


Managed and non-managed technicians

What do you do if a non-managed technician is dropping off materials and setting up the job site before your lead installer arrives for the day?

What do you do if a non-managed technician is going to deliver a part to an install crew who’s already at the job?

What do you do if a customer calls to schedule a one-day install from a sold estimate that will require two managed technicians?

What do you do if a managed technician goes out on an installation and on the same day, another managed technician comes to help for a couple of hours?


Special order parts

What do you do if a service call requires a special part to be ordered?


Recalls, warranties and leads

How do you measure your technician's performance in generating leads?

What do you do if a technician identifies an opportunity while on a job for a different trade?

What do you do if a technician is sent to an old job to replace a part that is under warranty?

What do you do if a technician goes to a job where one of your technicians had previously done work because the customer called to say the issue hasn't been fully resolved?


Other situations

What do you do if a recurring commercial service takes multiple days to complete?

How do I invoice our customers for each day of work completed on a job?

What do you do if the customer needs to cancel temporarily, and we don't want to lose all of the items on the invoice?

How do I keep track of the material installed and who installed it for each day of work on a multi-day job?

What do you do if we do annual maintenance for a customer and find that something is wrong with the unit?


Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.


Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.