Make estimate names more descriptive

KhianaKlatt
Valued Contributor II

We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they know where the estimate is for. Or it should have a key word such as "repair" or "replacement". Please help!! Our property managers are feeling confused/overwhelmed.

 

For now, my work around has been to go in and individually change each estimate name from the office side and resend the estimates one by one this way but it is SO time consuming!!

 

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3936

 

Khiana Klatt
CSR ServicePlus Heating and Cooling
2 REPLIES 2

KhianaKlatt
Valued Contributor II

We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they know where the estimate is for. Or it should have a key word such as "repair" or "replacement". Please help!! Our property managers are feeling confused/overwhelmed.

 

For now, my work around has been to go in and individually change each estimate name from the office side and resend the estimates one by one this way but it is SO time consuming!!

 

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3936

Khiana Klatt
CSR ServicePlus Heating and Cooling

LBabayan
Community Manager
Community Manager

I can see how immensely helpful this would be, @KhianaKlatt! Thanks for sharing this great idea.