Estimates

Feature Request: Tracking how many times an estimate template has been used

The Ideas tab for Community is not currently working so I figured I'd post it here. Right now there is no way to track or know how many times an estimate template has been used across your company. I think this would be useful because right now we ha...

Contractor Disclosure Forms

It is our states law that we have a contractor disclosure form signed from residential homeowners if we are going to perform work to change property that exceeds 2000.00 In discussing with Service Titan, I have not come up with a solution to do this ...

Expandable & Customizable Service Descriptions for Estimates & Invoices

ProblemProviding customers with detailed service descriptions is essential for transparency and better decision-making. However, listing every service description (e.g., Schrader valves, breakers, fuses, capacitors) can make invoices excessively long...

Check Point Prior to Estimate Presentation

One thing I'm looking to do is have a supervisor approval on estimates before presenting to customer.i.e. only items with a certain pricebook item can be presented and that item is not visible from field.Does anyone have a process or procedure that t...

Resolved! Warranty Statement Attachment Availability

We are hoping to be able to have our standard warranty statement pdf as an available attachment on all estimates when they go out. Currently, if I'm adding an estimate to an existing job it shows up but it doesn't show up when I send out the initial ...

Resolved! Make the online estimate approval view more attractive to the customer

We recently started using the option to give customers the ability to approve estimates online. We thought this was going to be a great feature. However, we did not realize until today when a customer showed us what it looks like on their end just ho...

Text Formatting

Hello,I have an idea for building estimates on the desktop version of the website. There should be an option for text formatting while manually building an estimate under the "Description". Things like: underlining, bold, italics, or an option to add...

Tech Collecting Payment on Quotes

Does anyone know if it's possible for a tech to collect a payment from a previous quote from a closed job besides emailing the payment link?

Hidden Items Still Show on Estimate!

On the tablet when selecting the eye icon to not show an item when presenting the estimate, it will still show! However, when emailing the customer, it does not show that item. Why can't we be consistent? Please fix this! It is obviously an error and...

Estimate Items

Is there a way to "Add Warranty Info" as one of the required options before creating a quote for a customer?

ServiceTitan Community

Posts

Feature Request: Tracking how many times an estimate template has been used

Contractor Disclosure Forms

Expandable & Customizable Service Descriptions for Estimates & Invoices

Check Point Prior to Estimate Presentation

Resolved! Warranty Statement Attachment Availability

Resolved! Make the online estimate approval view more attractive to the customer

Text Formatting

Tech Collecting Payment on Quotes

Hidden Items Still Show on Estimate!

Estimate Items

Feature Request: Tracking how many times an estima...

Expandable & Customizable Service Descriptions for...

Check Point Prior to Estimate Presentation

Text Formatting

Tech Collecting Payment on Quotes

Warranty Statement Attachment Availability

Make the online estimate approval view more attrac...

Customer Reply To Estimate Sent Through System

Add Clickable Link to Estimate Email

Office facing estimate notes