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...
Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.
Today, after several calls this week, I was informed by customer service that the estimate template cannot be altered, much like the invoice template. While the document does state that the information is an estimate, multiple times, customers are se...
We input a travel fee into each service of our estimates, but we don't want it to count towards our GM% and we need it to be just a flat rate.Is anyone else doing travel fees? If so, how do you account for it?
Is there any way to re import a estimate and keep it in there item group. I've finally learned that you have to get rid of the id number to re import.
I am hoping to find a way that someone has been able to put notes on an estimate that a customer cannot see. IE what supply house to get the part or notes from the person doing the estimate for the technician who does the job. If there isnt a way to ...
I would love the option to combine estimates. My guys like to give multiple estimates for issues the clients are having. There have been many times the client decides to go with multiple estimates and it creates issues. I have to then go and combine ...
In our company we have lead turnover forms that usually contain all the info we need to build an estimate. A lot of times the required repairs are very similar from job to job (building trap removal, CIPP liner, trenchless pipe burst, etc.). I want t...
I am looking for some help with finding a way to have a PDF fillable form(non service titan form) smart field line that would pull from the APPROVED estimate task line. Details: When we are out on a job and they need to replace furnace or AC, our tec...
Hello, I'd like to make a suggestion for an issue that's been causing problems for us for years. When a tech is on a job and a customer approves the estimate via phone or email, there seems to be no way for an office user to sell/convert that estimat...
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| 12-06-2024 09:04 AM | ||
| 11-14-2024 06:16 AM | ||
| 09-17-2024 01:38 PM | ||
| 09-17-2024 04:24 AM | ||
| 09-09-2024 11:42 AM |
