Estimates

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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
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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
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Estimate

I am needing to figure out how my tech's can create an estimate (On Mobile) for a customer after the job has been completed. Can anybody Help?

Resolved! sold estimates

Hello,Once estimate is sold and customer calls in to cancel the service they agreed to. is there a way we can mark this unsold on our end?

bettya1 by • ServiceTitan Certified Administrator
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Resolved! Is it possible to edit the sold on date for sold estimates?

We just switched over to Service Titan earlier this month, we had some issues with sales jobs that ported over from our old system. Some of the older jobs were not linked to a project causing the installation to not associate to the sales job. Becaus...

ChatGPT - Estimates/Quotes

Hello! Is anyone out there teaching/encouraging their techs to use ChatGPT to help them write quotes/estimates and invoice summaries? If so, are you getting a positive response from your techs or how has that process been?Thanks!

hegersm by • ServiceTitan Certified Administrator
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Buddy checks

When you are scheduling a buddy check job for a sales guy to show up on a service techs job, are you considering those to be a opportunity or not?

Resolved! Add Clickable Link to Estimate Email

Hi All,When we email estimates to customers, we also need to include a link in the email body that, when clicked, will open renderings of the closet we designed for them. I currently paste the link into the email body. However, most email clients are...

sgoodger by • New Contributor II
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