Mobile side estimate feature

New Contributor

 Tenant was calling because they want to know if there's a way to they can create the estimates for later and not just right after finishing an appointment from the Mobile side for their technicians.

So they go to the appointments, then they measured everything so after that they should create the estimate right away but their tech take up to 40 minutes to finish all the information required, so they want to have their own feature allow them to finish the estimate for hen they have the right time. This is behalf of the tenant. 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Our techs use the follow up tab- 

For this to work, your tech needs to add an estimate- he can leave it blank, he just needs to create it. Once he is ready to complete the estimate he can edit it from the follow up tab, email it, duplicate it to create additional estimates etc


Hope this helps 😎