Is anyone else using the California Compliance Invoice? How are you
getting around that it says HOME IMPROVEMENT CONTRACT on the top of your
commercial estimates/invoices?
We are in the Garage Door industry, and provide quotes for new Garage
Doors. We have added the pictures of the new Garage Doors to the
"Materials" in "PriceBook", however when we print, or email an estimate
to a customer, the picture of the New Door ...
Can the programmers please add in an status update? That is what the
word status means anyway. We should be able to look at the status of an
estimate and see if the job is scheduled, completed or open. This
prevents the extra work hunting the account...
Hey everyone! I have noticed as I do our followups that I have had some
customers who aren't receiving our estimates via email. When I go back
and check the audit trail it shows that the estimate emails have bounced
or been dropped. I created an idea...
I would love for Service Titan to give the option to print an estimate
for back office, warehouse managers and such that included materials and
equipment. The customer facing invoice is great, but a few simple
options to add materials and remove the ...
Is anyone else having a problem where they send a customer an invoice,
estimate, or reminder via email and it's getting caught in the junk mail
folder? Is there a way to fix this on our end without having to coach
the customer through how to add us t...
Please vote: COMMUNITY-I-2953 If an ESTIMATE is dismissed, the follow up
history will show who dismissed it and when. If an OPPORTUNITY is
dismissed, there is no record of it in the follow up history. I need to
be able to see who dismissed the opport...
It would be great if there can be an option in the opportunity page
(near the sold button) to email an estimate whether there are multiple
estimates or just one in the opportunity besides going into the physical
estimate to send. Just would be nice t...
Is there a way to duplicate an estimate, then change the service
address? This would sure be a timesaver when doing the same work on
multiple locations for a client.
When sending non-job estimates via email to customers, there is no way
include any attachments. For us, this would be a nice feature when
sending quotes/estimates for a membership to a potential member. As one
of the dispatchers, we are the first to ...
