Hello! Is anyone out there teaching/encouraging their techs to use ChatGPT to help them write quotes/estimates and invoice summaries? If so, are you getting a positive response from your techs or how has that process been?Thanks!
Hi All,When we email estimates to customers, we also need to include a link in the email body that, when clicked, will open renderings of the closet we designed for them. I currently paste the link into the email body. However, most email clients are...
I've had over a dozen times now that when i click the item group button and type in my Parent Item and hit save it turns into a task on my estimate. ( i have been carful to make sure i am clicking item group and not task button) any one else having t...
At the office level, our service estimator created multiple estimates for one opportunity. The estimates are the same, but for different lot numbers in a mobile home park, so same bill to, but different location. I want to create separate projects fo...
Looking for the best way to handle two estimates for one job. There is no way that i know of that you can merge the two estimates together for one job. We have to make two separate estimates for some of our financing options. It would be great if Ser...
We seem to be having an intermittent issue when we duplicate an estimate...the data that gets entered disappears. Is anyone else having this issue?
Why Service Titan do you have to my my life hell? I should be able to add an estimate to a job made from that job.
Are we the only ones that don't like that if we accept and book from an estimate this automatically creates a "project" even though we only use projects for system replacements. We would like it to allow us to create a "job" when it is only an estima...
Suggestion- It would be nice when yo create a project book a job and the job is to gather info for the estimate that while on the estimate you could access the pic's and a form id applicable. It's a pain to have to back out go to either the job or th...
Does anyone know if you can, and how to, change the business unit on an existing Estimate Template? I believe it gave me the option to do this upon initial creation, but it doesn't seem to allow me to do it after creation.
