Estimates

Bill of Materials option in Estimates

I'd like to suggest adding a field to the Estimate module specifically that allows the ability to manually enter a Bill of Materials associated with the specific estimate that could include columns for: Vendor/Source, part number, description, Cost, ...

Sending Product Brochures hyperlinked Automatically Material/Equipment Items

Hello! In the most recent ServiceTitan update, hyperlinks added by html code in material & equipment items have been disabled or have broken. I embedded a link via HTML that takes the customer directly to the pdf brochure/sell sheet that was uploaded...

Escalating Opportunities in the Follow up Flag

Is there a way for CSR's to mark/annotate or escalate opportunities to management easily and effectively? The opportunities are basically in one big "pot" and we prefer to have a best practice where only management is allowed to DISMISS opportunities...

Estimating Larger Jobs

We are new customer of ST and we are still in process of going live with full integration. I am the sales manager for a premier door services company. As the sales manager I am putting the processes in place for my sales team to best use the estimate...

Delete Option for Templates

Wanted to see if anyone else would find it beneficial to have a 'Delete' option for templates they no longer use. For my team, we have duplicates and ones that have been deactivated for so long that it becomes a bit annoying to look at them, without ...

Build Estimate Button

How are people managing large price books with this feature? When adding a task, the search feature seems difficult to navigate. Would almost be beneficial to experience it the same way Mobile does. Open to suggestions!! TIA!

Print all button for estimates

I had a customer come in person to our office today and ask me to please print off all of his estimates so he could look at them closer. He had 11 estimates that I had to print individually off for him. I'd love to see a "print all" option. We have a...

Estiamates/Proposals and adding Manufacturer's discounts to them

We want to be able to hide the costs of what will be listed on the proposal for the h/o's but when there is a manufacturer discount running, we want to be able to add that line and the discount amount show and the amount being subtracted from the tot...

Easily Applying Digital Coupons

I am making an upgrade suggestion. It would be great if S.T. could integrate with an app that either uses QR codes, or that can scan a barcode (along those lines) and then have it automatically applied to customer invoices in the field. As with every...

Resolved! Estimates

Yall. I'm dying. When I build an estimate for sales and then sell it and move it to a job right. The price goes with. Then I make PO's to order the equipment, when I receive it it totally messes up my invoice. HELP PLEASE

ServiceTitan Community

Posts

Bill of Materials option in Estimates

Sending Product Brochures hyperlinked Automatically Material/Equipment Items

Escalating Opportunities in the Follow up Flag

Estimating Larger Jobs

Delete Option for Templates

Build Estimate Button

Print all button for estimates

Estiamates/Proposals and adding Manufacturer's discounts to them

Easily Applying Digital Coupons

Resolved! Estimates

Tech Collecting Payment on Quotes

Estimates From Start To Finish

Change Sold estimate's status name

Task CODES display on Online Estimates

How to attach sold estimate items to the original ...

Customer Reply To Estimate Sent Through System

Add Clickable Link to Estimate Email

Office facing estimate notes

Opportunities

ISSUE: Converted Job link to estimate not working