Estimates

Posts

Start a discussion

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 ...

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?

bfontana by • ServiceTitan Certified Administrator
  • 460 Views
  • 0 replies
  • 0 kudos

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...

BDJ by • New Contributor III
  • 1224 Views
  • 3 replies
  • 0 kudos

Estimate Items

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

Change of Name and Address on a Sold Estimate

Hey Gang!This feels like a silly question and I will try not to complicate it too much. In the last year or two, we did an estimate for a preschool that was owned by Company A and their address is 123 Main Street Somewhere, WI 11111. This month, we w...

Miranda by • ServiceTitan Certified Administrator
  • 1191 Views
  • 2 replies
  • 1 kudos

Estimates From Start To Finish

When is the most expensive home service software on the market going to overhaul the entire estimate process, from creation, presentation, and the customer-accessible online view? I came from Jobber and to be honest for $200/ total, their estimates, ...

Change Sold estimate's status name

When signing the sold estimate onsite, customers often get confused by the wording, thus we would like to be able to change the naming to something like "Accepted estimate" or "Approved estimate" instead of "Sold estimate".It would be helpful to have...

Unanswered Topics
View all
Top Kudoed Authors
View all
ServiceTitan Academy Knowledge Base Community
© 2025 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2025 Khoros, LLC