LIVE WEBINAR

Two Essential Features to Increase Sales Quickly: Estimate Templates and Financing

December 13th 2022

10:00 am (pst)

Guest speakers
Gary Woodruff

ServiceTitan Certified Provider

Go Time Success Group

Megan Montgomery

Program Facilitator

ServiceTitan

We know you’ve heard of good, better, best estimate presentations, but did you know that most technicians don’t present them in the field?

In this 45-minute webinar, we pair Estimate Templates and Financing Custom Rules to make the sales process simple for your techs. Combining these two features can increase sales conversions in the field while offering more control and consistency over how financing is presented to homeowners. 

Need more? We’ll share tips on how to train your techs to use these features and why using Estimate Templates with Financing can increase their performance while giving your customers a better experience. Let us help you help your techs!

What you will learn:
  • Easily build, organize, and filter templates which automatically reflect price changes in your pricebook

  • Cut down estimate building time down to just two minutes

  • Protect your margins by building your financing strategy into ServiceTitan with custom rules

  • Increase close rate and average ticket sizes by displaying low monthly payments to make the “best” option the most enticing one for homeowners