Change of Name and Address on a Sold Estimate

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hey Gang!

This feels like a silly question and I will try not to complicate it too much. In the last year or two, we did an estimate for a preschool that was owned by Company A and their address is 123 Main Street Somewhere, WI 11111. This month, we were called by Company B to do work at this same preschool. Company B's address is 456 First Street Town, WI 22222. We did not update the billing info before we sent the estimate and they approved it. In order for it to update on their end, do I need to unsell the old estimate and send them a new one to approve with the correct billing info or am I missing something?


Miranda Hufford, Office Administrator @ Red Barn Service, LLC
2 REPLIES 2

Smercado
New Contributor

Hi Miranda,

Thank you for your patience as our team addressed your request. I have opened a case and reached out via email. If you are still needing help with this issue please feel free to respond

lsalamanca
Community Moderator
Community Moderator

Hi Miranda 

Thank you for reaching out. One of our product experts will be in touch shortly to further assist you.