Estimates
Is there a way to hide the equipment from an estimate? I've been building out proposals, but if I go to the office side and set up an estimate using a task, it shows the equipment on the page with the estimate. Any recommendations?
Posts
Resolved! Selling Equipment Best Practices
What are the best price book practices for selling equipment installations like a water heater or A/C?Currently, we have a task covering the total labor, materials, and equipment price run through dynamic pricing.The Equipment is attached through the...
Equipment and Material Order Sheets
Good Morning all! I have a question i hope you guys can help out with. When our Salesmen complete a job they are currently filling out a spreadsheet to auto populate equipment using vlookup in excel, as well as all materials needed for job. this list...
New Customer & Location Look
Everyone in our office has made it a point that the new look is not to their liking. Some parts are useful like the side menu but some I will say will take some getting used to. It does give us the option to go back to the old design but what is not ...
Change order of Opportunity Follow up estimates
I reached out to ST tech support and was told this feature was currently unavailable. But I would like to know if the ability to rearrange "Opportunity Follow-Ups" could be added. Because, as it currently stands when I build estimates for a customer ...
Resolved! Sold Estimates
Is there a way to set up notifications when estimates are sold? While setting everything up and watching endless training videos I don't remember seeing anything about sold estimate notifications. I have customers calling me WEEKS after accepting an ...
Sales Reps
How do you set up Sales Reps in Service Titan other than like a technician? I am trying to figure out a way for our sales reps to use ST for estimates and I like the proposal and have built several for them to use. The problem we run into is they go ...
Resolved! Is there a way to get a notification when a customer approves an email estimate?>
We have the approval link set up every time we email an estimate they send an approval link. Is there a way we can get an email notification when a customer approves an estimate? TIA!
Estimate
Is there a way to write an estimate and send to a customer without booking a job? Ex. We have a regular wholesale customer who just wants a quote for some items. In the past ive just texted him the pricing, but would like to get something formal so t...
Question regarding estimates
Hi fellow ST team! When we mark an estimate as dismissed, can the customer still view the estimate and choose to accept it? Will they have access to it at all? Thanks for any help!
