Posts

How can I unsell an estimate

Tech sold an estimate, customer has cancelled, I dont want to see it in my reports etc, is there a way to UNSELL an estimate?

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
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  • 3 replies
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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
  • 2552 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
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  • 5 replies
  • 13 kudos