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Estimate Items

Is there a way to "Add Warranty Info" as one of the required options before creating a quote for a customer?

Change of Name and Address on a Sold Estimate

Hey Gang!This feels like a silly question and I will try not to complicate it too much. In the last year or two, we did an estimate for a preschool that was owned by Company A and their address is 123 Main Street Somewhere, WI 11111. This month, we w...

Miranda by • ServiceTitan Certified Administrator
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Estimates From Start To Finish

When is the most expensive home service software on the market going to overhaul the entire estimate process, from creation, presentation, and the customer-accessible online view? I came from Jobber and to be honest for $200/ total, their estimates, ...

Change Sold estimate's status name

When signing the sold estimate onsite, customers often get confused by the wording, thus we would like to be able to change the naming to something like "Accepted estimate" or "Approved estimate" instead of "Sold estimate".It would be helpful to have...

Add An Editable Estimate Summary Button

Hi, It would be handy to be able to edit the Summary Dialog box like we can on invoices, rather than going to the edit invoice button at top of the estimate page and then finding the Summary box then saving and back to the estimate. Not convenient.

danray by • New Contributor II
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Task CODES display on Online Estimates

Is there a way to hide task codes from Estimates when viewing online? When a customer clicks the "view estimate" link in the email we send via ServiceTitan, the task CODE appears rather than the task NAME. It is very confusing to the customer and doe...

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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