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IDEA ALERT! In need of votes... dismissed estimates

scottf_GBO
Contributor II

COMMUNITY-I-2294 

It's kind of annoying trying to track down or revisit an old estimate once it is dismissed. If you go out on a job and offer estimates, and they all get dismissed, NONE of them show on the job in the office. It looks like no estimates were created.  If they can be labeled "open" or "sold" then why can't they remain and have a status of "Dismissed"?

 

If we go back to revisit/ audit jobs, we should have access to everything on that job.

 

Scott Forbes
Custom Climate Concepts
4 REPLIES 4

gearheadfrannie
New Contributor

I agree Scott! Since the spring update we're finding that Service Titan is dismissing way too many estimates/opportunites and tech support doesn't understand our problem with that! Why should the system have the power to dismiss them at all, really?  It should really be *OUR* decision when they disappear. I even created a post/idea about it, if you'd like to see it and maybe vote for the cause? https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-7570

Mark1
New Contributor II

Please add a separate section on the technician view on the estimate screen for dismissed estimates. The techs need easy access to all previous estimates! From what i see they can only be viewed from the office. 

scottf_GBO
Contributor II

They remain on the customer page, but they no longer show up on the job page.  I have looked into it.

Scott Forbes
Custom Climate Concepts

ConstantinRadu2
New Contributor III

Contact your success manager, there may be an issue with your Service Titan setup. Estimates should remain attached to the job and on the customer page after being dismissed.