Estimates

Posts

Start a discussion

Estimate on Existing Job

Why can we NOT put a sold estimate on an existing job???!! Makes no sense why we have to book a new job.Example: we are at a customers house and the customer wants to accept an estimate from a previous visit. If we sell the estimate, you can not book...

lizb by • ServiceTitan Certified Administrator
  • 1713 Views
  • 3 replies
  • 2 kudos

Resolved! Estimate Follow Up Questions

Can you automate estimates to resend to customers after a certain number of days if they haven't accepted?

acaroluzzi by • ServiceTitan Certified Administrator
  • 5043 Views
  • 8 replies
  • 1 kudos

Sold Estimate showing follow up

I have a technician that has follow ups populating for Opportunities that have sold estimate that was completed the same day. It doesn't seem like any other technicians are encountering this. They also show up on my Follow Up/ Unsold estimates. When ...

michaelh by • New Contributor
  • 1538 Views
  • 1 replies
  • 0 kudos

Separating Estimates from one opportunity

At the office level, our service estimator created multiple estimates for one opportunity. The estimates are the same, but for different lot numbers in a mobile home park, so same bill to, but different location. I want to create separate projects fo...

Cari_B by • New Contributor
  • 1265 Views
  • 1 replies
  • 0 kudos

New Idea to Vote on!

Hey Community Friends! I just posted a new idea that I would like to get votes on! Thanks!Ability to Access Estimates from Mobile without Re-Dispatching

Miranda by • ServiceTitan Certified Administrator
  • 2187 Views
  • 3 replies
  • 1 kudos

Two estimates for one job

Looking for the best way to handle two estimates for one job. There is no way that i know of that you can merge the two estimates together for one job. We have to make two separate estimates for some of our financing options. It would be great if Ser...

premster by • ServiceTitan Certified Administrator
  • 2265 Views
  • 3 replies
  • 1 kudos

Duplicating Estimates

We seem to be having an intermittent issue when we duplicate an estimate...the data that gets entered disappears. Is anyone else having this issue?

MirandaMel by • ServiceTitan Certified Administrator
  • 1556 Views
  • 2 replies
  • 1 kudos

Adding Quotes to existing jobs

Why Service Titan do you have to my my life hell? I should be able to add an estimate to a job made from that job.

Jed by • New Contributor
  • 1635 Views
  • 2 replies
  • 0 kudos

HVAC RetroFit Estimates - More Appeal & More Customizing

I'm new to Service Titan and I'm not a technician, only comfort advisor. I go on calls that require estimates on replacing equipment, not parts or repairs. I create estimates from the office. Maybe it's me, but I am disappointed in the Estimate build...

Top Kudoed Authors
View all
ServiceTitan Academy Knowledge Base Community
© 2025 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2025 Khoros, LLC