Estimate Template

Faribam
New Contributor

Does anyone know if there is a way to convert an estimate that was created on an existing job to a template? 

1 REPLY 1

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @Faribam -- are you referring on the booking screen there's an action button that allows you these two options with the estimate: "Export as template" or "Import from a template." Is this what you're referring to?

- Sheena @ NIFT

Sheena @ NiFT