Estimates
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Text Formatting

Hello,I have an idea for building estimates on the desktop version of the website. There should be an option for text formatting while manually building an estimate under the "Description". Things like: underlining, bold, italics, or an option to add...

Hidden Items Still Show on Estimate!

On the tablet when selecting the eye icon to not show an item when presenting the estimate, it will still show! However, when emailing the customer, it does not show that item. Why can't we be consistent? Please fix this! It is obviously an error and...

BDJ by New Contributor III
  • 736 Views
  • 3 replies
  • 0 kudos

Estimate Items

Is there a way to "Add Warranty Info" as one of the required options before creating a quote for a customer?

Add An Editable Estimate Summary Button

Hi, It would be handy to be able to edit the Summary Dialog box like we can on invoices, rather than going to the edit invoice button at top of the estimate page and then finding the Summary box then saving and back to the estimate. Not convenient.

danray by New Contributor II
  • 672 Views
  • 2 replies
  • 0 kudos

Follow Ups

How is everyone utilizing follow-ups? What we were told was that we have to build the estimate, then book the job... All estimates & job booking is done in our office. Our dispatcher was accidentally booking these "jobs" but shouldn't have been. So n...

kverdi by New Contributor
  • 527 Views
  • 1 replies
  • 0 kudos

Close out unsold estimates

What should we do with the job if, for one reason or another, a customer declines to do the estimated work? Service Titan has told us to either turn the job into an invoice, which we do not want to do or cancel the job.

Clay1 by New Contributor
  • 483 Views
  • 1 replies
  • 0 kudos

eSign Issues With Estimates/Invoices

We just launched and went Live from Dispatch to Service Titan 70.1Upon transferring pending jobs over from Dispatch to Service Titan, I started noticing the following issue.1- After creating an estimate, line items and financials dont carry over from...

Going from pencil & paper estimates to ST estimates

Has anyone transitioned from pencil + paper estimates, to estimating in ST? We have been using ST for about 7 months. We transitioned from pencil + paper job tracking. One of the things we don't do in ST yet is estimating. Our current process is we t...

Adding optional items to estimates

I contacted support by text today to find out how to add an Optional line item to an estimate. I was told there was not a way to add an optional item that would not be included in the estimate total until the client check marked it as approved. This ...

RichatKHM by New Contributor
  • 754 Views
  • 0 replies
  • 1 kudos