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 ...
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?
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...
Hi ST users and community members. How do you track 'marketing campaigns' when you send a customer an 'estimate' that is not associated with a 'job'? We have customers who contact us through phone, text, email, contact forms, etc. and want an estimat...
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...
