Estimates

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.

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...

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.

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...

Reduce the number of signatures required on estimates and invoices

Our techs have flagged that we're collecting a high number of signatures from customers for each job—usually around 4, but it can increase to 6 or 8 depending on the number of sold estimates and if the customer is paying by credit card. We are lookin...

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 ...

Technician facing estimates

We have a job that was booked into an estimate and our technician looked to the estimate versus the job description to perform his work and installed incorrect equipment. Has this happened to anyone?

Sales Team want Standard Templates for Estimates

Our project managers have requested they have standard templates in Service Titan for the estimates they give. Examples: sewer line repair, sewer line replacement, slab leak, re-piping, etc. They want the wording to be saved, so they don't have to ty...

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