Basic Info
After you have been dispatched and get to customers home, you must do this.
What is Click Arrive
This is where I go to create an estimate –
What is the Estimate Tab?
This is where I clock in
What is the Time tab?
This will let you know if there is a dog or a gate code.
What is a Tag?
This is the name of the app we use
What is the ServiceTitan Field app?
You must do this to show customer your estimates?
What is Click on Present
This is where you see what else we have done at this property.
What is the Location on the job tab?
You call the customer by doing this.
What is open Contact Details and click on call?
This is when you PAUSE the job.
What is when I need to go get a part to come back and do work today?
I must do this to sell the estimate
What is get signature?
This is where you will go to find resources from the office like the training schedule
What is the Content Portal
In order to proceed with work you must do this first?
This is where you go to see all jobs assigned to you.
What is the All Jobs Tab?
You click this if you cannot complete work today and must come back.
What is perform work later?
You must do this to move the items from your estimate to the invoice
What is sell your estimate and do work now?
After you have finished the work, taken payment and the customer has signed, you must do this to move on to your next job?
What is click on close out?
You should always complete these two things before you do your estimates.
What is take pictures and complete any forms?
You go here to see what estimates that you haven’t sold.
What is the Menu then Opportunites
This shows your findings and the work you completed.
What is the invoice?
What is the minimum number of signatures you should get for each job?
What are 2 signature?