Estimates

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How to know if someone else is working on the same thing

We have had a few instances where 2 agents in our office start working the same estimate or same job booking and Service Titan allows both of us to be in the same job at the same time booking twice or adding items to an estimate. Is there a way to fl...

No Charge Calls

I have recently noticed that when a tech sells a job and performs work now his NoCharge is automatically turned on. It looks like as soon as the tech gets the customer's signature it automatically changes this feature.

isabelle1 by • New Contributor II
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  • 8 replies
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Access to Forms and pictures from the estimate page

Suggestion- It would be nice when yo create a project book a job and the job is to gather info for the estimate that while on the estimate you could access the pic's and a form id applicable. It's a pain to have to back out go to either the job or th...

Papa by • New Contributor
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  • 1 replies
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Resolved! Opportunities

I have discovered that If you have multiple estimates on one opportunity/job and one estimate is sold the opportunity is dismissed.I do not believe it should be this way. If you have other open estimates on a opportunity/job it should remain open unt...

Johnny1 by • New Contributor
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  • 3 replies
  • 2 kudos

Financing Integration

Hey all!Is there anyway to integrate our own financing options into ServiceTitan, or can we only use ServiceTitan approved finance options.We personally use Enerbank, and would love to be able to present our estimate with the proper monthly payments ...

ZMR-TBHVAC by • New Contributor III
  • 1566 Views
  • 2 replies
  • 0 kudos

Lock Estimates

It would be most helpful if once an estimate was sold whether it was electronically signed using the email link or manually marked sold by a representative if the estimate would be locked and not able to change lines items or quantities. An estimate ...

seemore by • New Contributor III
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  • 1 replies
  • 0 kudos

Pre added Estimates

All,Not sure if this is possible or not. When we have a "Potential Member" tag on a customer we would like that work order to already have an estimate for a Membership attached. That way every potential member is given at least an estimate for a memb...

HBromberg by • ServiceTitan Certified Administrator
  • 1198 Views
  • 1 replies
  • 1 kudos

Multiple department estimate

Hey ST users!Currently, I have been running into the problem where we have new builds that require more than one department to quote (example: both an HVAC tech and a duct work tech). What tips/workarounds do you have to help build these types of est...

KhianaKlatt by • Valued Contributor II
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  • 1 replies
  • 0 kudos
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