Easier booking calls from estimates

kpfaehle
New Contributor II

Not sure if this is a feature that can be turned on already but if when we select the tasks to be booked the materials could be added at the same time. Having to select both seems like a time waste but also easily missed. 

1 ACCEPTED SOLUTION

kpfaehle
New Contributor II

Holy S@#$.  Was on the phone with support, had two sold estimates that were completed but still on the sold estimate screen.   There is a select all function all on the screen. Screenshot 2022-04-29 093709.png

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2 REPLIES 2

kpfaehle
New Contributor II

Holy S@#$.  Was on the phone with support, had two sold estimates that were completed but still on the sold estimate screen.   There is a select all function all on the screen. Screenshot 2022-04-29 093709.png

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Yeah, a CHECK ALL that checks all lines on the estimate (services, materials, equipment) makes a lot of sense.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions