Top Performing Estimate and Proposal Templates Pre-Built for You

[Josh-Lu]

*Results not guaranteed. Individual results may vary.Estimate and Proposal Templates help you save time, grow revenue, and impress your customers all at once. We put together pre-built Estimate and Proposal Templates for HVAC, Electrical, Plumbing, Sewer, and Drain. These are made up of top-performing templates from each trade. Set up your first one today! 

[VanessaG]

How many templates do you suggest us having? @Josh-Lu 

[tsjobeck]

Vanessa,

I would set up as many as I could. I am a firm believer in multiple options.

1. Estimate/Proposal templates “The WHY”
1. Value 1 impact on conversion rates
1. More options = more sales = better Conv. Rate
2. Value 2 impact on customer satisfaction
1. Provide Customer with the solutions they want
3. Value 3 impact on technician efficiency
1. Save your tech, time by not having to build estimates each time. 
2. Data Don’t Lie (PBP)
1. Shops in 2021 who used (Templates) Grew Rev by 7.5%
2. Shops who show (Templates) 30% or more Grew Rev by 10%

I think techs get lazy sometimes and dont want to build a proper estimate. So save them time and do it for them. Pro tip: Start with the tasks you sell the most then build one or two every week. Super excited about the pricebook pro Smart Proposal Templates as well. Using TI from you technicians data. Love that!!!

Hope to see you again sometime soon! Tim

[natepark99]

Hi, this sounds exactly like something we're looking for. We're a bit new to ServiceTitan, so wanted to confirm what the process looks like. We would purchase these pre-built templates from you. How do we import them into Pricebook Estimates Templates? Is there a bulk-import option or would we have to manually copy over each one?

Thanks!