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
Full bio
Megan Montgomery
Program Facilitator
ServiceTitan
Full bio
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:
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Easily build, organize, and filter templates which automatically reflect price changes in your pricebook
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Cut down estimate building time down to just two minutes
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Protect your margins by building your financing strategy into ServiceTitan with custom rules
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Increase close rate and average ticket sizes by displaying low monthly payments to make the “best” option the most enticing one for homeowners