Estimates

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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...

Estimate Template - Document Templates

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...

Travel Fee

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?

Import from Template

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.

Kirk by • New Contributor
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Resolved! Office facing estimate notes

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 ...

Combine Multiple Estimates

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 ...

Smart Field PDF pulling from Service Titan Estimates

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...

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