Estimates

One email for bulk estimates

When we send a customer several estimates - they receive several separate emails. Can we make it so when we send them their options (IE one repair estimate, three replacement options) they get it in ONE email? This would make it easier for them to vi...

Make estimate names more descriptive

We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they kno...

Allowing Dynamic Pricing to Use Cache Data if no service is available

Hi Everyone, Just posted an idea and would love to see some upvotes. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3903 We have really embraced dynamic pricing for almost everything we do as a company, the ability to make sure your field...

sold estimate notifications

Our techs would like a text notification when they sell an estimate in order to keep up with commission. Currently, the only option is to send our techs ALL the sold estimates- even ones from other technicians. You should consider making it where eac...

Resolved! Help! Can't use invoice closeout on the project level for New Construction projects

Help! We can't use the invoice closeout on the project level since the newest update. Our new construction dept estimates and invoices on the project level instead of on the job. However, none of our estimate items are showing up under Invoice Closeo...

Add Multiple equipment to the same task item on invoice??

We work on commercial project and equipment. Dispatch is Example 5 rtus need coil cleanings. Do I have to add the Coil Cleaning task 5 times on an invoice to match task to each piece of customers equipment list??

New troubleshooting articles in the ServiceTitan KB

Sharing a list of new troubleshooting articles posted recently to the ServiceTitan KB located here: https://help.servicetitan.com/ -- we hope they are helpful. At the bottom of each article, you can rate it for its usefulness, provide feedback if it ...

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...

ServiceTitan Community

Posts

One email for bulk estimates

Make estimate names more descriptive

Allowing Dynamic Pricing to Use Cache Data if no service is available

sold estimate notifications

Resolved! Help! Can't use invoice closeout on the project level for New Construction projects

Add Multiple equipment to the same task item on invoice??

New troubleshooting articles in the ServiceTitan KB

Bill of Materials option in Estimates

Sending Product Brochures hyperlinked Automatically Material/Equipment Items

Escalating Opportunities in the Follow up Flag

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