Starting a Proposal from ServiceTitan

How can I start a proposal from ServiceTitan?

Juan Pablo avatar
Written by Juan Pablo
Updated over a week ago

How can I start a proposal from ServiceTitan?

You can start a proposal from ServiceTitan by following these steps.

Step 1 | In ServiceTitan create a job for an existing or new customer

ServiceTitan Dashboard where you can Search for customer or add New Customer

Step 2 | Add “OnCall Air” tag

Step 3 | Click Book

Step 4 | In OnCall Air search for the Customers name.

Build the Proposal and Win the Job!

Did this answer your question?