Estimates

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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...

"Automatic" Estimates

Does Service Titan have the capability to automatically create an Estimate for a job based off answers to the Form within that job? For example, if an HVAC technician goes to do a Tune Up on a house, and his answer to "Is there currently a water safe...

dperez by • New Contributor
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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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