Scheduling multiple sold estimates

New Contributor II

Does any one else feel its very time consuming when booking multiple sold estimates , that you have to go back and copy and paste the summery in each one and add it to the upcoming invoice summary. there are time we have 8-10 different estimates that the technician has sold and we are trying to book and only the 1st summary transfers over to the invoice 


New Contributor II

@scottf_GBO Yes we have customer that only want to see individual estimates. Most of the time we are able to do it the way you mentioned but a lot of times we are not. just don't see why the summary wouldn't transfer over to the invoice just like the tasks do. 

Contributor II

@lauren12  is there a reason you would have 8 or more estimates on one job?  With the way estimates are set up, your technician can create 1 estimate that has everything in it, duplicate it, then delete an item or more, then modify the summary.  And so forth.  So instead of doing each thing as a separate estimate, the tech would have multiple estimates with multiple options... Est 1 - items A, B, C, D, E, F, G, & H.  Est 2 -  items A, C, E, F, & G.  And so on.

Scott Forbes
Custom Climate Concepts

Former Titan

Hi @lauren12 are you booking multiple estimates onto one job or are you selling multiple estimates and each estimate is on its own job? 

Engagement Manager
ServiceTitan Community Team

New Contributor II


We are booking multiple estimates into one job.