Sold Estimate Action Card – My HVAC Tools

Sold Estimate Action Card

$30.00 / month with a 30-day free trial

✓ Instant alert in group chat for everyone to see

✓ Acknowledge & celebrate

✓ Increase team motivation

✓ Recognizing & rewarding will improve retention

✓ Creates a positive and energetic work environment

✓ Fosters collaboration among team members



How it Works:

Notify the whole team instantly when anyone sells an estimate in Service Titan for recognition and start the sold estimate process.

Why it Works:

Everyone loves to be recognized for their efforts.  This is the most popular alert we have because it recognizes the income-producing activities of the team!  Can be customized to show the image of the selling technician as a form of praise and acknowledgment of success.

Furthermore, the person that is responsible for converting the sold lead to an estimate will know exactly when an estimate is sold and be able to begin the processes of creating a job and starting the equipment/part ordering process.  Working with the “Parts/Equipment Needs To Be Ordered” Card as soon as the proper job is created an alert will go to the purchasing and warehouse department.

Added Benefits:

Increase engagement with your team
Track one of your main KPI’s effortlessly and constantly
Support the sales culture
See a live feed of sales
Easily give kudos and recognition to the team

Once purchased, you will be contacted by e-mail within 24 to 48 hours with the next steps in setting up your integration.


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Contact Information

My HVAC Tools

An Envision Digital Design Company
8245 Backlick Road Unit A, Lorton VA 22079