Estimates

Changing the Business Unit on Existing Estimate Templates

Does anyone know if you can, and how to, change the business unit on an existing Estimate Template? I believe it gave me the option to do this upon initial creation, but it doesn't seem to allow me to do it after creation.

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...

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...

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...

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...

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...

Resolved! Help! Can't use invoice closeout on the project level for New Construction projects

Help! We can't use the invoice closeout on the project level since the newest update. Our new construction dept estimates and invoices on the project level instead of on the job. However, none of our estimate items are showing up under Invoice Closeo...

Add Multiple equipment to the same task item on invoice??

We work on commercial project and equipment. Dispatch is Example 5 rtus need coil cleanings. Do I have to add the Coil Cleaning task 5 times on an invoice to match task to each piece of customers equipment list??

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 ...

ServiceTitan Community

Posts

Changing the Business Unit on Existing Estimate Templates

Estimate enhancements

Resolved! We need an Estimates tab!

One email for bulk estimates

Make estimate names more descriptive

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

sold estimate notifications

Resolved! Help! Can't use invoice closeout on the project level for New Construction projects

Add Multiple equipment to the same task item on invoice??

New troubleshooting articles in the ServiceTitan KB

Estimate Template - Document Templates

Import from Template

Smart Field PDF pulling from Service Titan Estimat...

Clone Opportunity

Any Other Costco/ServiceTitan Users?

Add Clickable Link to Estimate Email

Office facing estimate notes

Opportunities

ISSUE: Converted Job link to estimate not working

Take Permission away from employess to DISMISS rec...