Estimates

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Multiple department estimate

Hey ST users!Currently, I have been running into the problem where we have new builds that require more than one department to quote (example: both an HVAC tech and a duct work tech). What tips/workarounds do you have to help build these types of est...

KhianaKlatt by • Valued Contributor II
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Technicians using their mobile dashboard

Recently had a technician create an estimate for a job that was 2 days away........Said he accessed it through the mobile dashboard and just hit the wrong day...and wrong job?? Permission options don't seem to address this so wondering if theres some...

Dave by • Contributor
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Estimate/opportunity

Good afternoon, is there a way to dismiss estimates and opportunities in bulk?

CNorman-GDM by • ServiceTitan Certified Administrator
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On Call Air

Good morning, Is anyone using on call air to build proposals that then gets transferred into Service Titan? I am having this issue where our technicians build estimates and it does not transfer to service titan unless the proposal is accepted. it is ...

Lusman by • New Contributor
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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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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
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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
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