Estimates
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Posts

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
  • 1424 Views
  • 2 replies
  • 0 kudos

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
  • 1137 Views
  • 1 replies
  • 0 kudos

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
  • 1440 Views
  • 1 replies
  • 0 kudos

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
  • 1127 Views
  • 1 replies
  • 0 kudos

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
  • 1375 Views
  • 0 replies
  • 0 kudos

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
  • 2197 Views
  • 3 replies
  • 0 kudos

Resolved! Convert and take payment for an estimate at the office level

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...

LockLevi by New Contributor III
  • 4351 Views
  • 6 replies
  • 0 kudos

Invoice and estimate print views

Since the most recent update we are unable to change the "print" view for invoices and estimates. When trying to choose, itemized with price, itemized without price, aggregated or hide items, it only shows you the itemized with price option regardles...

Terry1 by New Contributor
  • 1834 Views
  • 4 replies
  • 0 kudos