Service Titan
If technician location is what you're searching for you can find it here
Where is the Dispatch Board
The first step to Building a Estimate
1. From the dashboard, tap VIEW CURRENT JOB.
Commonly known as a "bird catcher"
What is a Fowler
This person is responsible for having all the materials necessary to complete Full Plumbing Inspection at all times in vehicle
Who is The technician (and helper) (team)
OCR
Opportunity Conversion Rate
percentage of opportunities presented and converted into jobs/sales
The Dashboard is the best place to
what is to review day to day activity
3
minimum number of estimates given to each customer
good
better
best
Years in Operation
14
This tool is featured in our logo
What is a Stillson Wrench
Each Technician is graded by these 5 data points
1. conversion
2. billable hours
3. options per opportunity
4. revenue
5. customer service
This very important portal known to hold infinite knowledge is known as
What is The Content Portal
This Provided piece of equipment enables each technician to create,modify and present estimates to customers.
What is A Tablet
Who was the first fowler to plumb?
Grandpa Fowler
A list of tools and materials needed for job should be made into what kind of document?
What is a purchase order
The number of hours a company needs per day to meet profit goals.
What is Sold Hours
The practice of calling a customer after they have been given a estimate is known as
what is Following up on Leads
Only this type of technician can build a estimate in the field.
Who is a Lead Technician
John Fowler Plumbing is a
What is Family Business
You should inform this person of any supplies need involving the vehicle,shop or job.
Who is Jason
or chase
This KPI REPORT is emailed directly to each employee on Monday
The Technician Performance Board
To select a template for frequent service estimates, you need to complete these steps to locate the form.
1. Pricebook dashboard/tab
2. Choose templates
You can not apply a estimate to a job until the customer does this.
What is Signing for the estimate.
This sets John Fowler Plumbing apart from all other competitors
What is this team
Number of tools and material options available in service titan
A lot! more than I can count and I couldn't find a number
Increasing this is bound to increase kpi's
Increase opportunities
(estimates given and leads converted)