Sales Team want Standard Templates for Estimates

New Contributor II

Our project managers have requested they have standard templates in Service Titan for the estimates they give. Examples: sewer line repair, sewer line replacement, slab leak, re-piping, etc. They want the wording to be saved, so they don't have to type out the "basics" every time. Is there a way to do this? 

As I navigate all the content on estimate and proposals, I find that there are prices associated with the estimates. We do not want a set price because the prices vary so much for these jobs. Any ideas? 

Previously they saved the "template" on the notes app and then copied and pasted it. We would like to stop that and have them all saved in ST to use. 


New Contributor III

I would suggest using the estimate templates and proposal templates in the pricebook. If the estimate's pricing varies you can always adjust the pricing on each proposal to fit your customer's needs. Just make sure you set the template to be dynamic instead of static.