Guide to 5M: 09
If you plan on growing past the 3-5 million mark, consider upgrading to new platforms that will serve the company more holistically.
Using Proposal Templates for Repairs
Video Most people only use templates for installations presented in a “Good, Better, Best” format. But having a prebuilt repair templates that include more premium options like memberships and worry-free warranties can increase your customers’ options along with your average ticket. Previous Posts
Pricebook Quick Tip
Rather than finding and assigning random images to your Pricebook, go to a site that warehouses images. Two of my favorite sites are Pixabay and iStock. Each has a nice selection of free single images and paid sets. Paying for an icon set like the one pictured here lets you use your images guilt free.…
Pricebook
Before: Sample of mismatched categories, sub-categories, and images that don’t match or convey the level of professionalism we want to portray. After: Here are the cleaned up categories with uniform images I found for free on Pixabay. I also organized the sub-categories into simple top-line categories for easier browsing and a cleaner, customer-facing experience. Before…
Pricebook Setup
Considerations While Setting Up Your Pricebook Setting up your ServiceTitan pricebook is no simple feat. In fact, the number of decisions that need to be made along the way can be daunting if not paralyzing. This post is geared toward those that are importing or creating their own pricebook. Here are just a few things…