Anyone else have any complaints about how 'Generic' the estimate proposals are through ServiceTitan? I am working on looking through and creating a dynamic estimate proposal template that our sales team can use when talking with the customer or that ...
It has become a huge headache when sending multiple estimates out to customer and they reply "I approve" but you don't know which one they're approving. It's great that there's a button that will email all estimates but we do not know which one custo...
I hope ST can create a way for us to dismiss old estimates in bulk, instead of one at a time. That would be very helpful!
We would like to have a generic invoice as well as a quote/estimate form that is not linked to pricebook. Something our techs can add in their own items, description, and prices.
Does anyone know of a way to join two separate reports so that I can determine how many times a certain task has been sold on estimates? Currently I can only see specific tasks when they are on an invoice (installed) and not necessarily when they are...
Hi, I was wondering if there is a way to add "Options not included" to an estimate? When we created our inhouse estimate we have a list at the bottom of the estimate for "Options not included" ie- additional return air install, duct sealing and duct ...
Has anyone else been having problems with the technicians not being able to use the calendar to select a day and time for estimate reminders? Everything seems to be work but the reminder is not set.
Hi Everyone,I am reaching out to see if there are any other ServiceTitan users that sells HVAC Installations through Costco and would like to learn of their proposal / work order process. Many HVAC companies use the software, PricebookPlus, to propos...
Wondering if there is a way to provide an estimate to a customer that doesnt show all the materials used, shows maybe a material cost (like a total of materials) but still has the actual quantities of materials used so that we know for inventory purp...
Hello, new Titan user here. We have a bit of an odd workflow it seems cause I can't find a good solution to the following problem. We are a Locksmith and lots of times our office staff will sell large quantities of padlocks to customers that take a n...
