Practical steps
Use this as a working checklist. The advice is useful on its own; MyTitan is introduced only where the workflow naturally benefits from being connected.
Step 1
Keep quotes connected to customer history
A quote is easier to approve and convert when it sits beside the customer record, prior work and relevant job context.
- Link the quote to the customer
- Include enough detail to avoid ambiguity
- Keep rejected or expired quotes visible for context
Step 2
Make approval state explicit
Work should not depend on memory. Accepted, declined, pending and expired states need to be obvious to the team.
- Use clear quote statuses
- Record approval source
- Convert accepted work without rebuilding the job
Step 3
Follow payment from the completed job
Cash flow improves when invoice and payment follow-up are part of the finished-work routine rather than a separate weekly chase.
- Review invoice-ready jobs daily
- Separate customer payment setup from software subscription billing
- Keep manual collection paths clear where providers are not ready