We want to send estimates showing only labor and materials (not the price of each part)

sunshine207
Contributor

Hello,

For new installs, we currently show a list of all parts needed (no individual price) with the quantity as well as the total labor $ on our estimates. At the bottom of the estimate, it breaks the subtotals up by material and labor, finally the total of the two.

We do not want to show each part price. 

How can we do this? 

3 REPLIES 3

sunshine207
Contributor

Thanks! Can we turn this feature off and on as needed? 

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @sunshine207 -- check your feature configurations, there's an estimate print option that you can select how you want to to appear or not appear. I'd also look into the roll up options if you are using estimate and proposal templates.

- Sheena @ NiFT

Sheena @ NiFT

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Do the materials need to show on the estimate at all?  If not, put them on the estimate as Materials but make sure "Chargeable" isn't checked.  Then these won't show up at all on the estimate.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning