sold estimates

bettya1
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hello,
Once estimate is sold and customer calls in to cancel the service they agreed to. is there a way we can mark this unsold on our end? 

1 ACCEPTED SOLUTION

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I believe the way that you can do that is that you cancel the job, duplicate the original estimate, then delete the original estimate (on the job, down near the bottom) and then mark the duplicated one as dismissed.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

View solution in original post

2 REPLIES 2

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I believe the way that you can do that is that you cancel the job, duplicate the original estimate, then delete the original estimate (on the job, down near the bottom) and then mark the duplicated one as dismissed.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

bettya1
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you I will use this asap and keep you updated .😊