Estimates

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Creation of estimate templates from actual estimates

If a tech writes a fantastic and descriptive estimate, there MUST be some way to save it as an estimate template for future use. There used to be a button on the mobile estimate view or possibly the present that allowed the estimates to be saved as t...

jamied by • Contributor
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  • 6 replies
  • 7 kudos

Collect deposits with online estimate link

A customer can accept and sign an estimate online however the online estimate link does not allow a customer to make a deposit for the work. ServiceTitan should give customers the ability to make a deposit for their estimates online when they accept ...

TC by • New Contributor
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  • 1 replies
  • 19 kudos

Resolved! Customer Portal

I have a customer wanting to download the invoices from the customer portal. Is that possible and if so how would they need to do it? Thank you in advanced (:

jmoutray by • New Contributor II
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  • 1 replies
  • 0 kudos

Create Estimate Later?

Hi all new to ServiceTitan. A lot of our estimators do not create estimates on the spot or immediately after the visit. Sometimes we have to gather fluctuating material costs prior to submitting an estimate. Does anyone currently do this? If so what ...

kgarvey8 by • New Contributor II
  • 2411 Views
  • 3 replies
  • 0 kudos

Resolved! Is there a way to set an expiration on an estimate?

Our estimates are good for 30 days, but that means we have to go through and manually dismiss every unsold estimate after they expire. Is there any way to set an expiration where the estimates will be auto-dismissed after a specific time period? If n...

mimiwarn by • ServiceTitan Certified Administrator
  • 2832 Views
  • 2 replies
  • 11 kudos

Why is it not possible to sell equipment in Service Titan POS.

We have A store location and frequently sell fireplaces (equipment) to contractors and home owners who install it themselves. Currently there is no way to sell equipment in POS, we bought Service Titan to stream line our activities, this is one area ...

ricknr by • New Contributor
  • 3798 Views
  • 5 replies
  • 13 kudos
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