Estimates and Sales Flashcards
Your technician delivered an estimate on a job yesterday but it did not sell. The customer called today to move with the work. You CSR “sold/converted” the estimate and set the tech as the “sold by”. Where and when will this sold estimate be reflected in the technician scorecard.
A. In sales section of the scorecard based on the date the estimate was sold (in this case, yesterday).
B. In the overview section of the scorecard based on the original job date(in this case, yesterday).
C. In the lead generation section of the scorecard based on the date the estimate was sold (in this case, today)
D. In the sales section of the scorecard based on the original job date (in this case, yesterday)
In the sales section of the scorecard based on the date the estimate was sold.
From the unsold estimates section of the follow up screen, you have opened an opportunity and used the call customer button to call a customer. The customer has asked for a call back tomorrow. You “log a follow up”, add notes, and entered tomorrow’s date to call back and then saved. If you did nothing else, what will the status of the opportunity be automatically set to?
A. Dismissed
B. Unreachable
C. Contacted
D. Not attempted
Unreachable
If you create an estimate from the call booking screen without booking a job, an opportunity will be created that you can manage in the follow up screen. True or false?
False
Items from multiple, sold estimates can be added to a single job, but only if the following are true:
A. The jobs the estimates were created on, and the new job being booked, must be part of the same project.
B. The estimate items must all be associated with the same business unit
C. The same technician must have been assigned to each job
D. The “Sold by” credit must be the same on each sold estimate
A.
D.
You bid on a 6 month project that will involve 3 distinct phases, each requiring invoicing on completion. Which of the following steps would allow you to make this happen in ST?
A. Create an estimate for the entire project. Sell the estimate and then select all the services, equipment and materials and book a job. Continue to add appointments until all the phases are complete.
B. Create a proposal type that includes each phase and then select the proposal type when building the estimate for the customer.
C. Create an estimate for the entire project. Sell the estimate and then select the services, equipment and materials for the first phase, and book a job. Repeat by selecting the items and booking a job for each of the remaining phases.
C.
If a technician has added sub-items to an item on an estimate in mobile, the sub-items can be edited from the office and additional sub-items can be added as well. True or false?
False
Online estimates allow customers to receive an estimate with all of its options via email or text. The customer then has the option to accept the estimate electronically. True or false?
False
Technicians can search for and add estimate templates to estimates in mobile, even if the template is not part of a proposal template. True or false?
false
If you dismiss all estimates in an opportunity, the opportunity will also have its status set to dismissed. True or false?
False
When building a proposal template, you have the option to assign business unit to the template. How will this affect the usage of the proposal template?
A. Only technicians assigned to the selected business units will be able to see the proposal template.
B. It does not affect usage. The business unit is just there to allow for filtering estimates in the follow up screen.
C. The proposal template will only be available to use on jobs that are associated iwth the assigned business units.
B
For you 10 most common repairs, you’d like to present proposals that offer options to the customer that show them the price to, “Get it working”, “Make it work better” and “Eliminate the problem”. How could you do so?
A. Create estimate templates with names matching three options, and add them to proposals for each of the ten repairs.
B. Create a graphic for each of the options you want to offer and attach them to estimate templates
C. Proposal templates options must include good, better, and best, so the option names you want to use must be added to the estimate template descriptions (summary).
D. Create a proposal type containing those three options and use it to build proposal tempaltes for each of the ten repairs.
D
Both Greensky and Service Finance allow you to offer an option for a customer to apply for financing when you send them an online estimate. True or false?
False
Which of the following, is not available integrated financing partner in Service Titan?
A. TURNS
B. Service Finance
C. Wells Fargo
D. Greensky
Wells Fargo
The ability to build an estimate with the option to “apply for financing” is not available to a technician until they have disptached and have arrived at a job? True or false?
TRue
When a customer applies for financing through any of ST integrated finance partners, the customer will recieve a decision within 24 hours? True or false?
False
