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 ...
Hello there, I was wondering if it were possible to have this option when sending out emails to clients. I've noticed that sometimes it will just bundle them in a random order and send them out with the least expensive, then the most, then something ...
Hello everyone,I am seeking some mutual assistance. If anyone is willing to share their pre-built plumbing estimates and templates, it would be greatly appreciated. I'd be willing to trade or offer up mine as well (I'm new to ST and will share as soo...
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?
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 ...
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...
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...
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...
| Subject | Author | Posted |
|---|---|---|
| 04-04-2025 05:17 AM | ||
| 03-26-2025 05:32 AM | ||
| 03-20-2025 10:11 AM | ||
| 02-25-2025 07:29 AM | ||
| 12-06-2024 09:04 AM |
