Estimates

KimberlyAcevedo
New Contributor

Has anyone seen if there is a way to combine 3 or more estimates into one? 

3 REPLIES 3

AmberC
Contributor II

@KimberlyAcevedo The workarounds above seem to be the most common. I don't think ST would implement merging multiple estimates into one but a lot of folks take these routes!

thomashogan
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you make the three estimates into estimate templates you can combine them on a proposal template.

rstare
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

While there is no way to combine the estimates directly, you can book multiple estimates into one job - which is usually what the end goal is anyway.

https://help.servicetitan.com/how-to/book-sold-existing-job