Based in Indianapolis, we are a plumbing only contractor on a growth path. Curious as to what other service focused (residential and commercial) plumbing contractors see as their success rate with their estimators. We stand between 32-37% depending o...
We input a travel fee into each service of our estimates, but we don't want it to count towards our GM% and we need it to be just a flat rate.Is anyone else doing travel fees? If so, how do you account for it?
My tech sent an esign to his customer, the customer states he did sign it but we can't find the proof that he did, where would that be found?
Good morning, My company has recently switched to Service Titan, and I'm trying to get a better understanding of how an estimate for a part we do not stock should be flipped into a purchase order, and then converted to a booking.We have tried two dif...
Is it possible to force page breaks on this? It would help our proposals look a lot cleaner.
We have Services set up to provide materials. Sometimes our estimators will add more than one service with materials attached to the same estimate. When this happens if the services have the same materials there are more than one line item on an esti...
All I want is the ability to take an estimate and "upgrade" it to an invoice!!!!!!! I don't want to RETYPE IT!!!!!!!!!!!!!!!!!!!!!!!
Hello,For new installs, we currently show a list of all parts needed (no individual price) with the quantity as well as the total labor $ on our estimates. At the bottom of the estimate, it breaks the subtotals up by material and labor, finally the t...
I hope ST can create a way for us to dismiss old estimates in bulk, instead of one at a time. That would be very helpful!
Does anyone know of a way to join two separate reports so that I can determine how many times a certain task has been sold on estimates? Currently I can only see specific tasks when they are on an invoice (installed) and not necessarily when they are...
