How do I add custom materials / equipment to estimate

maximfedorets
New Contributor

How would I add a custom material/equipment to the estimate without having that material/equipment inside the price book?  Whenever I am building the estimate on the mobile side or the office. 

Is that something possible inside the Service Titan? 

1 REPLY 1

EleazarA
New Contributor III

Hi yes it is always recommended in your pricebook to create an item for Services, Equipment, and Materials as a "Generic Item" so you can customize it when building estimates/invoices in the office or in the field.