Formatting estimate authorization paragraph?
Is it possible to force page breaks on this? It would help our proposals look a lot cleaner.
Posts
Clone Opportunity
Hi,Looking for some suggestions on the best way to setup this process.We see a lot of clients looking to book the same service as the previous year. We want to duplicate last year's opportunity (not estimates in last year's opportunity) to keep our d...
Combine materials in an estimate
We have Services set up to provide materials. Sometimes our estimators will add more than one service with materials attached to the same estimate. When this happens if the services have the same materials there are more than one line item on an esti...
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!!!!!!!!!!!!!!!!!!!!!!!
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...
