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Resolved! Add Clickable Link to Estimate Email

Hi All,When we email estimates to customers, we also need to include a link in the email body that, when clicked, will open renderings of the closet we designed for them. I currently paste the link into the email body. However, most email clients are...

sgoodger by • New Contributor II
  • 1070 Views
  • 5 replies
  • 1 kudos

Bug in Item Group button?

I've had over a dozen times now that when i click the item group button and type in my Parent Item and hit save it turns into a task on my estimate. ( i have been carful to make sure i am clicking item group and not task button) any one else having t...

Kirk by • New Contributor
  • 435 Views
  • 1 replies
  • 0 kudos

Sales not reporting for technician

Hello, I'm having an issue with one of my tech's. For some reason his sold estimates are not showing on his tech performace sales chart. Any insight on this? Thank you in advance!

CMSDave by • ServiceTitan Certified Administrator
  • 717 Views
  • 3 replies
  • 0 kudos

Estimate Template

Does anyone know if there is a way to convert an estimate that was created on an existing job to a template?

Faribam by • New Contributor
  • 516 Views
  • 1 replies
  • 0 kudos

Discounts on combined estimates

what is everyones current work around for this: If you sales staff bid a job, and put percentage discounts on multiple estimates, what is everyone doing if you are combining those estimates into one job, to keep multiple discounts from population? I ...

asmithbr by • New Contributor II
  • 453 Views
  • 1 replies
  • 0 kudos

Estimate on Existing Job

Why can we NOT put a sold estimate on an existing job???!! Makes no sense why we have to book a new job.Example: we are at a customers house and the customer wants to accept an estimate from a previous visit. If we sell the estimate, you can not book...

lizb by • ServiceTitan Certified Administrator
  • 628 Views
  • 2 replies
  • 2 kudos

Resolved! Estimate Follow Up Questions

Can you automate estimates to resend to customers after a certain number of days if they haven't accepted?

acaroluzzi by • ServiceTitan Certified Administrator
  • 1880 Views
  • 8 replies
  • 1 kudos

Sold Estimate showing follow up

I have a technician that has follow ups populating for Opportunities that have sold estimate that was completed the same day. It doesn't seem like any other technicians are encountering this. They also show up on my Follow Up/ Unsold estimates. When ...

michaelh by • New Contributor
  • 526 Views
  • 1 replies
  • 0 kudos

Separating Estimates from one opportunity

At the office level, our service estimator created multiple estimates for one opportunity. The estimates are the same, but for different lot numbers in a mobile home park, so same bill to, but different location. I want to create separate projects fo...

Cari_B by • New Contributor
  • 545 Views
  • 1 replies
  • 0 kudos
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