Problem
Currently, there is no way to apply a specific dollar amount discount (e.g., $178.42) to an estimate in the field without creating a new discount item each time. This limitation creates inefficiencies when finalizing sales, especially in situations where customers negotiate a specific total price.
Example Use Case
A customer is quoted $15,178.42 for a new heat pump but is only willing to proceed if the price is adjusted to $15,000.00. Currently, our only options are:
- Applying a percentage-based discount, which doesn’t always result in the exact desired amount.
- Creating a custom discount item for every deal, which clutters the discount list and requires extra setup.
- Using a negative service item, which leads to invoice formatting issues and inconsistent reporting.
Proposed Solution
- Enable direct input of a dollar amount in the discount field on estimates, allowing sales teams to apply an exact discount without creating a new item each time.
- Ensure that discounts applied this way are still tracked in reporting, so businesses can analyze total discounts over time.
- Keep the discount separate from service item costs to accurately reflect savings on customer invoices while maintaining clean records.
Why This Matters
- Saves time & reduces friction – No need to create new discount items for every custom deal.
- Improves reporting – Tracks all applied discounts for quarterly reviews.
- Better customer experience – Allows sales teams to easily match customer price requests.
- Cleaner invoices – Eliminates the need for negative service items that clutter invoice formatting.
This simple yet powerful enhancement would improve flexibility for sales teams and provide a more seamless invoicing process.
Let’s Make It Happen!
If this would help your business, upvote & comment with additional use cases! The more feedback, the higher the chances ServiceTitan will implement this feature.
