Example Analysis
This is exactly what you'll receive after uploading your ServiceTitan export.
Henderson, Mike
New AC System Install · $12,400 · sent 9 days ago
Reach out
Mentioned that you're glad to talk it through because the notes said they were comparing quotes.
Nothing sends automatically — you copy it and send it yourself.
Remind me to circle back
When they push back
They replied and it wasn't yes? Tell me what they said and I'll write your reply back.
That's the whole toolkit — text, email, a phone script, and the reply when they push back. It works exactly the same on your own estimates.