Posts

Estimate enhancements

I would like to suggest two improvements to the estimate process:1. Make the estimate generation date able to be adjusted to print out the most recent date. If you have a 30 day pricing limit, OFTEN people change their minds on what they want, and th...

Resolved! We need an Estimates tab!

ST should have a way of making "opportunity estimates" without having to link it to an appointment (date, arrival window...). For example if I am bidding a commercial job off of a spec and blueprint that was emailed to me. Im not actually going to th...

jarrettd by New Contributor III
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  • 6 replies
  • 3 kudos

One email for bulk estimates

When we send a customer several estimates - they receive several separate emails. Can we make it so when we send them their options (IE one repair estimate, three replacement options) they get it in ONE email? This would make it easier for them to vi...

KhianaKlatt by Valued Contributor II
  • 733 Views
  • 1 replies
  • 0 kudos

Make estimate names more descriptive

We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they kno...

KhianaKlatt by Valued Contributor II
  • 673 Views
  • 2 replies
  • 0 kudos

Allowing Dynamic Pricing to Use Cache Data if no service is available

Hi Everyone, Just posted an idea and would love to see some upvotes. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3903 We have really embraced dynamic pricing for almost everything we do as a company, the ability to make sure your field...

jsoch by ServiceTitan Certified Administrator
  • 741 Views
  • 1 replies
  • 0 kudos

sold estimate notifications

Our techs would like a text notification when they sell an estimate in order to keep up with commission. Currently, the only option is to send our techs ALL the sold estimates- even ones from other technicians. You should consider making it where eac...

apacheai by New Contributor
  • 853 Views
  • 2 replies
  • 2 kudos

New troubleshooting articles in the ServiceTitan KB

Sharing a list of new troubleshooting articles posted recently to the ServiceTitan KB located here: https://help.servicetitan.com/ -- we hope they are helpful. At the bottom of each article, you can rate it for its usefulness, provide feedback if it ...

Cordelia
by New Contributor
  • 1242 Views
  • 2 replies
  • 3 kudos

Bill of Materials option in Estimates

I'd like to suggest adding a field to the Estimate module specifically that allows the ability to manually enter a Bill of Materials associated with the specific estimate that could include columns for: Vendor/Source, part number, description, Cost, ...