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...
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...
We need categories on the desktop side for both estimate templates and
proposal templates. It's very tough to navigate. Also, it always
defaults to showing you inactive templates, this makes no sense.
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, ...
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...
Hi, It would be handy to be able to edit the Summary Dialog box like we
can on invoices, rather than going to the edit invoice button at top of
the estimate page and then finding the Summary box then saving and back
to the estimate. Not convenient.
Is there a way to hide task codes from Estimates when viewing online?
When a customer clicks the "view estimate" link in the email we send via
ServiceTitan, the task CODE appears rather than the task NAME. It is
very confusing to the customer and doe...
This is in regard to warranty work; when we sell an estimate it does not
give us the option to sell the estimate and add those sold estimate
items to the existing job. We need everything to be on one invoice (the
original invoice) for it to communica...
