We need categories on the desktop side for both estimate templates and proposal templates. It's very tough to navigate. Also, it always defaults to showing you inactive templates, this makes no sense.
Is there a way to hide task codes from Estimates when viewing online? When a customer clicks the "view estimate" link in the email we send via ServiceTitan, the task CODE appears rather than the task NAME. It is very confusing to the customer and doe...
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...
Service Titan has become completely useless to our sales team. It is tough to say what is causing it, but the tablet seems not to sync, even though it can download and update the price book. When building an estimate nothing shows up in sub items or ...
Hello everyone,I am seeking some mutual assistance. If anyone is willing to share their pre-built plumbing estimates and templates, it would be greatly appreciated. I'd be willing to trade or offer up mine as well (I'm new to ST and will share as soo...
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...
Today, after several calls this week, I was informed by customer service that the estimate template cannot be altered, much like the invoice template. While the document does state that the information is an estimate, multiple times, customers are se...
In our company we have lead turnover forms that usually contain all the info we need to build an estimate. A lot of times the required repairs are very similar from job to job (building trap removal, CIPP liner, trenchless pipe burst, etc.). I want t...
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...
Anyone else have any complaints about how 'Generic' the estimate proposals are through ServiceTitan? I am working on looking through and creating a dynamic estimate proposal template that our sales team can use when talking with the customer or that ...
