Estimates

Posts

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
  • 1918 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
  • 1309 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
  • 1410 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...

Exciting Integrated Financing Updates!

Our latest updates are bringing an extra level of ease and flexibility to your finance offerings. You can now activate more than one of our integrated finance providers, allowing you to offer homeowners multiple financing options on the same job, and...

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llandis
by New Contributor
  • 1541 Views
  • 0 replies
  • 1 kudos

Converting estimates to bookings

Are we the only ones that don't like that if we accept and book from an estimate this automatically creates a "project" even though we only use projects for system replacements. We would like it to allow us to create a "job" when it is only an estima...

jentron by New Contributor II
  • 1681 Views
  • 2 replies
  • 0 kudos

How to know if someone else is working on the same thing

We have had a few instances where 2 agents in our office start working the same estimate or same job booking and Service Titan allows both of us to be in the same job at the same time booking twice or adding items to an estimate. Is there a way to fl...

No Charge Calls

I have recently noticed that when a tech sells a job and performs work now his NoCharge is automatically turned on. It looks like as soon as the tech gets the customer's signature it automatically changes this feature.

isabelle1 by New Contributor II
  • 3300 Views
  • 8 replies
  • 1 kudos