Estimate #s

StaceySeltz
New Contributor II

We just starting using Estimates in Service Titan. We were previously typing them in Word and sending them out to the customers. When you create an Estimate, an Estimate # is generated but that number changes when it is sold/converted. Why are the Job #'s and Invoice #'s the same, but an Estimate # doesn't carry through the entire job? 

5 REPLIES 5

reneem
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I really like this idea. Our estimate numbers are SUPER long. Share this as an idea in the Idea section and let me know what you Idea number is so I can go vote!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

StaceySeltz
New Contributor II

I'm new to this whole community part of Service Titan. Is this how you link it?

Ideas - ServiceTitan Community

https://community.servicetitan.com/t5/Ideas/bd-p/ideas

COMMUNITY-I-1954

 

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

It shouldn't change...are you looking at the estimate number one time and the opportunity number the next time? maybe? 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Right, it doesn't change. I'm requesting that it stay the same and the Job # and Invoice # become the estimate number. So the number follows from beginning to end. 

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

ohhhhhhhhhhhhhh lol I read that wrong my bad!!

Randi Thompson
Bill Joplin's Air Conditioning & Heating