Estimates

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Going from pencil & paper estimates to ST estimates

Has anyone transitioned from pencil + paper estimates, to estimating in ST? We have been using ST for about 7 months. We transitioned from pencil + paper job tracking. One of the things we don't do in ST yet is estimating. Our current process is we t...

Adding optional items to estimates

I contacted support by text today to find out how to add an Optional line item to an estimate. I was told there was not a way to add an optional item that would not be included in the estimate total until the client check marked it as approved. This ...

RichatKHM by • New Contributor
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Technician facing estimates

We have a job that was booked into an estimate and our technician looked to the estimate versus the job description to perform his work and installed incorrect equipment. Has this happened to anyone?

Resolved! Customer Reply To Estimate Sent Through System

Has anyone discovered the best way to get information to the original sales person when a customer replies directly to an estimate sent through the system? Sales Person A will send an estimate to Customer Z. Customer Z responds to the estimate , but ...

JustinL by • New Contributor
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Sales Team want Standard Templates for Estimates

Our project managers have requested they have standard templates in Service Titan for the estimates they give. Examples: sewer line repair, sewer line replacement, slab leak, re-piping, etc. They want the wording to be saved, so they don't have to ty...

TandiWP1 by • New Contributor II
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'Marketing Campaign' not an available field on 'Estimates'

Hi ST users and community members. How do you track 'marketing campaigns' when you send a customer an 'estimate' that is not associated with a 'job'? We have customers who contact us through phone, text, email, contact forms, etc. and want an estimat...

TiffanyATL by • New Contributor II
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Plumbing only Contractor Discussion

Based in Indianapolis, we are a plumbing only contractor on a growth path. Curious as to what other service focused (residential and commercial) plumbing contractors see as their success rate with their estimators. We stand between 32-37% depending o...

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