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08-04-2023 02:47 PM
I have discovered that If you have multiple estimates on one opportunity/job and one estimate is sold the opportunity is dismissed.
I do not believe it should be this way. If you have other open estimates on a opportunity/job it should remain open until all estimates are sold or dismissed.
I need a solution... Help
Solved! Go to Solution.
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03-19-2024 09:34 AM
This is a problem we just realized as well. This is a major issue in that opportunities are being dismissed when they should not be, My planned solution is pretty simple but will require service titan to make a software change to resolve. The simple fix is to make every estimate a separate opportunity. This way every estimate can be follow up on independently of the other opportunities.
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08-06-2024 07:20 AM
We've been struggling with this SAME THING ever since the spring "update" in May! It wasn't like this before the update.
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03-19-2024 09:34 AM
This is a problem we just realized as well. This is a major issue in that opportunities are being dismissed when they should not be, My planned solution is pretty simple but will require service titan to make a software change to resolve. The simple fix is to make every estimate a separate opportunity. This way every estimate can be follow up on independently of the other opportunities.
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08-04-2023 02:48 PM
please!
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