All I want is the ability to take an estimate and "upgrade" it to an invoice!!!!!!!
All I want is the ability to take an estimate and "upgrade" it to an invoice!!!!!!! I don't want to RETYPE IT!!!!!!!!!!!!!!!!!!!!!!!
Posts
Merge estimates
Hello there! I wanted to post an idea that my supervisor had that might be quite helpful if implemented for future builds of Service Titan. You see, when we create two estimates for the same job, sometimes we are able to sell both and often have to c...
How to sell an estimate without booking a job with an assigned technician
We have some customers who purchase filters from us and we cannot figure out how to sell an estimate without having to book a job and then dispatch/arrive an assigned tech to complete it. We also have the same problem with membership sales. Has anyon...
We want to send estimates showing only labor and materials (not the price of each part)
Hello,For new installs, we currently show a list of all parts needed (no individual price) with the quantity as well as the total labor $ on our estimates. At the bottom of the estimate, it breaks the subtotals up by material and labor, finally the t...
Dynamic Customer-Facing Estimate Templates
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 ...
Multiple estimates sent- customer approves... which one?
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...
Dismissing old estimates in bulk.
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!
Generic Invoicing without Pricebook
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.
Specific Tasks on Estimates
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...
Options not included on estimates
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 ...
