How do I create a proposal in ServicePitch?
How do I create a proposal in ServicePitch?
Creating an proposal in ServicePitch is easy! Please watch this short video on proposal and estimate creation to get most familiar.
Click Create Proposal
Add in the electrical + gas provider for that customer.
Select the historic system either via the quick tap presets or select "add unit" and fill out the relevant information accurately to ensure Pika is calculating the correct energy and cost savings. More about cost/electricity savings in this short video.
Tap add system and select the appropriate service/equipment combination. AHRI match the system in the top right corner to show energy and cost savings.
You can also add discounts, badges, and a short Work of Scope summary in this section. To learn more about Summary Section and how to use Snippets, please watch the short video.
Select the customer priorities and technical knowledge in the Personalization section, tap generate letter.
Select the financing offer's you'd like to show, if you'd like to show a monthly payment cost front and center toggle on "Prioritize monthly payments" in settings in the Estimate Section via the main proposal creation screen.
Why is the price not loading into ServiceTitan after I save an estimate?
Why is the price not loading into ServiceTitan after I save an estimate?
After an estimate is saved in Pika, it can take a little while for Pika to write an estimate to Service Titan. Feel free to navigate out to different pages and edit other areas of the proposal while it loads. If your Ipad is connected to the internet and the ServiceTitan estimate hasn't updated its price after 60 minutes , please let us know via chat or by emailing us at support@withpika.com.
If I create an estimate in ServiceTitan, will it automatically appear in Pika?
If I create an estimate in ServiceTitan, will it automatically appear in Pika?
These estimates will not appear in Pika. Only the opposite is true, where estimates that are created in Pika will appear in Service Titan. This is because Pika estimates are more information rich with data prerequisites needed to calculate rebates and allow the full Pika proposal to function.
You can quick import an estimate built in ServiceTitan, but given the differences in building estimates between the apps, sometimes quick imported estimates in ServicePitch don't sync 1:1 with their ServiceTitan counterparts, we recommend building estimates in Pika to ensure everything looks and functions as expected.
How do I import an estimate I created in ServiceTitan?
How do I import an estimate I created in ServiceTitan?
We don't generally recommend quick importing estimates from ServiceTitan, as they may be built in ways that are not compatible with ServicePitch and thus not function as expected.
Quick Import does work in a pinch though and you can edit those imported estimates within Pika directly, these edits should update automatically in ServiceTitan. Please watch this video to learn more about Quick Import.
When do I use Service Titan vs. Pika?
When do I use Service Titan vs. Pika?
A job will first need to be created in Service Titan. Pika can then pull all of the jobs for a given sales representative. A proposal will then be created in Pika for a job. Once the customer is ready to sign, the Review and Sign button at the end of the Pika proposal will redirect them back to Service Titan where the customer can accept the estimate.
How do I use the templates section in Pika?
How do I use the templates section in Pika?
To create an estimate via template, click from template in the proposal creation screen. This will enable you to select and add multiple templates to a Pika proposal in just a few taps. To learn more about multi-select template creation and the template search function, please watch the video below
How do I show customers energy savings and environmental impact information?
How do I show customers energy savings and environmental impact information?
To take full advantage of Pika's data enrichment and savings function, you need to ensure you've followed the following steps. To see this in action, please watch this short video.
Add in the electric and gas provider for the customer
Add in the historic system that's being replaced in the customers home (note if there's no existing system, Pika will be unable to calculate savings or environmental impact comparisons)
In the estimate creation page ensure that the system is AHRI matched
How do I highlight rebates and energy savings in ServicePitch?
How do I highlight rebates and energy savings in ServicePitch?
Rebates and energy savings will only show up if the correct AHRI match and existing system information are entered correctly, please see the above section on Energy Savings for more details on the step by step process. To learn more about how Pika calculates rebates information please watch the short video below.
How do I sell around monthly financing payments in Pika?
How do I sell around monthly financing payments in Pika?
You can add financing plans to any Pika proposal via the financing section on the To show exclusively monthly payments in the proposal, navigate to settings and toggle on "Prioritize Monthly Payments"
If a customer has multiple systems, do I add all the household units when filling out the initial Current Household Units section?
If a customer has multiple systems, do I add all the household units when filling out the initial Current Household Units section?
Yes! Add all of the household units. Ex. Furnace+AC upstairs, and Furnace+AC downstairs resulting in 4 units in total.
To calculate cost savings and efficiency gains, Pika will take a weighted average of all the systems and compare it to the estimate you have created.
Why do we AHRI match twice when adding in a full system? (AC, Furnace, Coil)
Why do we AHRI match twice when adding in a full system? (AC, Furnace, Coil)
One AHRI match is for the furnace alone. The second AHRI match is for the full system. In the case that a system is not AHRI eligible (ex. for federal tax credit or other rebate's programs) we will have a match just for the furnace in the case that just the furnace alone makes the threshold for a rebate (like the federal tax credit).
How do I hide the climate impact information?
How do I hide the climate impact information?
In the estimates section of editing a proposal, click on Settings, and then toggle off "Show climate impact"
How to I hide the retrospective cost savings and efficiency gains?
How to I hide the retrospective cost savings and efficiency gains?
To completely hide the cost savings and efficiency gains information, simply Remove the Current System from the Household information
How to I take a rebate off the top instead of an after sale incentive?
How to I take a rebate off the top instead of an after sale incentive?
When editing your estimate, scroll down to the bottom to see how much of a rebate the system qualifies for. In this case we are taking the "Xcel energy heat pump rebate" off the top. In this case we'll be taking the $4650 amount off the top.
Then scroll to the top to edit your system to apply the discount
Search for the discount service you typically apply. This is usually a $0 service that you edit to a negative $ amount. If there is no service setup, contact your ServiceTitan admin to get it set up.
In this example case, it is a service called XCel Rebate. Add the service in.
Press the three dots next to the service to edit the price.
Press Save and you should be good to go!
Are there any other inputs you can do to change the AI-generated recommendation letter aside from "Customer Priorities" and "Technical Knowledge Level"?
Are there any other inputs you can do to change the AI-generated recommendation letter aside from "Customer Priorities" and "Technical Knowledge Level"?
There are currently no other inputs at this time, but we are currently working on introducing different inputs we can use to better speak to your customer's specific profile and needs. Feel free to contact a member of the Pika team if you have any suggestions!
How does Pika generate the list of electricity and gas providers in the household information section?
How does Pika generate the list of electricity and gas providers in the household information section?
Pika uses the customer address information stored in your Service Titan instance to identify relevant electricity and gas providers from Pika's provider list in your area. If you don’t see a provider, please notify a member of the Pika team, and it will be added right away.