Estimates

Posts

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 ...

Nelson_Gothard by ServiceTitan Certified Administrator
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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...

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marielaa by New Contributor II
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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...

LELD by New Contributor
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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 ...

jsugamele by New Contributor
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Estimate reminders

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.

kobella_ by ServiceTitan Certified Administrator
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Any Other Costco/ServiceTitan Users?

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...

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NQ by New Contributor II
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Service Work Invoices vs Project Work Estimates

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...

matthall by New Contributor
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