Proposal and Estimate Template

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We are looking to add more proposal templates and coming up blank with more pre-build options for our techs. We do Heating, Cooling and Plumbing. Are there any ones that you and your team use all the time. Let's start a list of proposal template ideas!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

New Contributor

I'm creating a proposal that holds our typical upgrades -- the proposal style allows a customer to choose more than 1 option, so I can load it up with our top 12 items. Only problem is that it doesn't allow them to select more than 1 of an item. 

New Contributor III

I am also looking for ideas for more HVAC templates. As of now we only have some that include a capacitor replacement and hard start. Any other ideas would be fantastic!

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

When we're offering a special, like on a particular IAQ piece or something, I'll build a proposal template that includes the item on special and the discount so the tech doesn't have to go find both to build an estimate!

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