We are hoping to be able to have our standard warranty statement pdf as an available attachment on all estimates when they go out. Currently, if I'm adding an estimate to an existing job it shows up but it doesn't show up when I send out the initial ...
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...
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...
Is there a way to "Add Warranty Info" as one of the required options before creating a quote for a customer?
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.
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...
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.
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...
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...
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...
