07-21-2022 05:36 AM
Has anyone seen if there is a way to combine 3 or more estimates into one?
07-21-2022 08:39 AM
@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!
07-21-2022 07:36 AM
If you make the three estimates into estimate templates you can combine them on a proposal template.
07-21-2022 07:07 AM
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
