What to do if a technician taps "Perform work now" by accident

Overview

If a technician accidentally taps Perform work now in ServiceTitan Mobile, follow these steps to avoid scheduling and invoicing issues.

Things to know

• When you sign an estimate in ServiceTitan Mobile, a message appears asking, "Will the work on this estimate be performed on this Job?" and you need to click either Yes or No.

• If a technician taps Perform work now instead of Later, they should not delete the items from the invoice. If the technician deletes items from the invoice, there is no record that the work still needs to be booked.

• The technician must call the office. There, an employee can resolve the booking without losing estimate details.

Step One: Delete the items off the invoice

1. Go to the job record (Search > Job) and open the corresponding invoice. 

2. In the Invoice section that opens, go to the Tasks sub-section where you can see the tasks that should have been scheduled for the next job. Click X next to each task you want to delete from the invoice. 

3. Each deleted item opens two prompts:        

   1. Are you sure you want to delete this task? Click OK.

   2. Will this work be done on another job? Click No.

Step Two: Duplicate the sold estimate

Next, duplicate the sold estimate and delete the original:

1. On the invoice screen, click the Edit icon next to the sold estimate. 

2. In the Edit Estimate screen that opens, click the Duplicate icon.         

   Note: The duplicate estimate does not copy Sold by credit from the original estimate. You can reassign Sold by credit when you resell the estimate from the opportunity.

3. In the confirmation pop-up, click Yes to duplicate the estimate. The duplicate estimate opens.

4. In the duplicate estimate, click the invoice. The invoice opens with both the sold and duplicate estimates listed in the Estimates section. 

5. Click Delete  on the sold estimate. 

6. In the confirmation pop-up, click OK. 

The sold estimate is removed from the invoice.

Step Three: Rebook the job

After you duplicate and delete the sold estimate, re-book the job:

1. On the invoice, click Edit  for the open estimate.

2. Click View Opportunity to open the Opportunity Follow-Up screen. 

3. Click Sold/Convert next to the estimate.        

   Note: If the technician should get Sold by credit, make sure to enter their name when you click Sold/Convert.

            

   Tip: If you sell the estimate from the office, make sure to enter the Sold by credit, according to your office policy.

4. Before selecting the items, you need to click Initiate Booking, then you can select all or specific items to book a new job.

5. After you select the estimate items, click Book New Job on the estimate. 

This opens the Call Booking screen where you can enter or edit job details. Most of the job details are filled in automatically from the estimate.

Tip: Before you book the job, make sure everything is correct and that the job summary is accurate. For more, see Enter job details.

Click Book Job on the Call Booking screen to schedule the job.

When you're finished, the job is cleared from the original sold estimate. The new estimate is in the system with a new job booked to perform the work. Both jobs are included on the same project.

Want to learn more?

• See Estimates and Sales