Discounts on combined estimates

asmithbr
New Contributor II

what is everyones current work around for this:  If you sales staff bid a job, and put percentage discounts on multiple estimates, what is everyone doing if you are combining those estimates into one job, to keep multiple discounts from population?  I know one option is to take the discounts prior to combining and turning them into a straight dollar amount discount, but what are some of you doing?

1 REPLY 1

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @asmithbr -- it depends if you're booking these estimates into separate jobs later. If you are booking separate jobs for each estimate you can simply keep each discount on each job but if you're doing one large job you can use a single item and bundle the discount. Depends on how you're setup and if you're using discounts and fees.