Posts

Send estimate quickly

It would be great if there can be an option in the opportunity page (near the sold button) to email an estimate whether there are multiple estimates or just one in the opportunity besides going into the physical estimate to send. Just would be nice t...

Resolved! Duplicating Estimates

Is there a way to duplicate an estimate, then change the service address? This would sure be a timesaver when doing the same work on multiple locations for a client.

tlee5200 by New Contributor II
  • 2244 Views
  • 8 replies
  • 1 kudos

Non Job Estimate Attachments

When sending non-job estimates via email to customers, there is no way include any attachments. For us, this would be a nice feature when sending quotes/estimates for a membership to a potential member. As one of the dispatchers, we are the first to ...

emilybur by New Contributor II
  • 495 Views
  • 1 replies
  • 1 kudos

Terms & Conditions - Client Signed with Estimate

I am looking to have our terms and conditions connect to every estimate (terms matching service type). Does anyone know the best way to go about this? just add this link will not allow me the ability to have our clients sign or check that they acknow...

Showing Net Cost on Estimates

Hello,Does anyone have a suggestion on how to show the net cost on a estimate after rebates?Example: Job is $15,000 and the customer qualifies for a $1000 rebate to be paid directly to the customer from the utility provider (it does not affect our up...

cooperlu by New Contributor II
  • 940 Views
  • 3 replies
  • 1 kudos

Estimates

Is there a way to hide the equipment from an estimate? I've been building out proposals, but if I go to the office side and set up an estimate using a task, it shows the equipment on the page with the estimate. Any recommendations?

BoJuel by New Contributor
  • 538 Views
  • 1 replies
  • 0 kudos

Resolved! Selling Equipment Best Practices

What are the best price book practices for selling equipment installations like a water heater or A/C?Currently, we have a task covering the total labor, materials, and equipment price run through dynamic pricing.The Equipment is attached through the...

nik_lawh by ServiceTitan Certified Administrator
  • 866 Views
  • 1 replies
  • 0 kudos

Equipment and Material Order Sheets

Good Morning all! I have a question i hope you guys can help out with. When our Salesmen complete a job they are currently filling out a spreadsheet to auto populate equipment using vlookup in excel, as well as all materials needed for job. this list...

Screenshot 2023-01-24 103214.png
NealMims by New Contributor
  • 692 Views
  • 1 replies
  • 0 kudos