Office facing estimate notes

LeAnneEdwards
New Contributor

I am hoping to find a way that someone has been able to put notes on an estimate that a customer cannot see. IE what supply house to get the part or notes from the person doing the estimate for the technician who does the job. If there isnt a way to do so on the estimate (i hate having to go to the job summary to find this information) I think there needs to be a place for it.

1 ACCEPTED SOLUTION

Zachkays
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I can let you know that  I am in a beta for the next release and this is something that is included we are almost there 🙂 Its coming with ST-69

Intelligent Design Air Conditioning, Plumbing, Solar, & Electric
Tucson, AZ

View solution in original post

1 REPLY 1

Zachkays
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I can let you know that  I am in a beta for the next release and this is something that is included we are almost there 🙂 Its coming with ST-69

Intelligent Design Air Conditioning, Plumbing, Solar, & Electric
Tucson, AZ