Estimates

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How to attach sold estimate items to the original job

This is in regard to warranty work; when we sell an estimate it does not give us the option to sell the estimate and add those sold estimate items to the existing job. We need everything to be on one invoice (the original invoice) for it to communica...

sabowman by • New Contributor
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Follow Ups

How is everyone utilizing follow-ups? What we were told was that we have to build the estimate, then book the job... All estimates & job booking is done in our office. Our dispatcher was accidentally booking these "jobs" but shouldn't have been. So n...

kverdi by • New Contributor
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Close out unsold estimates

What should we do with the job if, for one reason or another, a customer declines to do the estimated work? Service Titan has told us to either turn the job into an invoice, which we do not want to do or cancel the job.

Clay1 by • New Contributor
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Tech edit estimates without dispatching

When a tech is on mobile view and needs to edit or create new estimate, we in the office must create a new job or appointment for the tech to access it, He then must arrive/dispatch to make the changes. This means we have false job cancellations or c...

barbara_3 by • New Contributor
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waiving dispatch fees

Is there a way to add a minimum charge to my estimate templates, separate from the dispatch fee? Currently, my CSR informs clients that there is a $98 fee for showing up and providing an estimate, which is waived if the estimate is accepted. However,...

MartyJet by • New Contributor
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eSign Issues With Estimates/Invoices

We just launched and went Live from Dispatch to Service Titan 70.1Upon transferring pending jobs over from Dispatch to Service Titan, I started noticing the following issue.1- After creating an estimate, line items and financials dont carry over from...

Estimates Don't Work!!!!

Service Titan has become completely useless to our sales team. It is tough to say what is causing it, but the tablet seems not to sync, even though it can download and update the price book. When building an estimate nothing shows up in sub items or ...

BDJ by • New Contributor III
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Unsold Estimate Follow ups

For the past 3 days I will be in one of my follows up and when I click either the back button or the Follow up (flag), my Follow up report will be empty. The parameters I set will be there but no results. I will either have to refresh several times o...

Having two sales people on one sold estimate

It would be great to still have the sold by as the technician name but another section geared towards inside sales where if the inside sales person assisted with selling the estimate, we can select the inside sales person AND the technician. This wou...

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