How do I add custom materials / equipment to estimate
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07-01-2024 10:30 AM
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?
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07-19-2024 11:40 AM
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.
