Posts

Estimate Template - Document Templates

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...

t_joner by New Contributor III
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Dynamic Customer-Facing Estimate Templates

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 ...

Nelson_Gothard by ServiceTitan Certified Administrator
  • 421 Views
  • 2 replies
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Generic Invoicing without Pricebook

We would like to have a generic invoice as well as a quote/estimate form that is not linked to pricebook. Something our techs can add in their own items, description, and prices.

Options not included on estimates

Hi, I was wondering if there is a way to add "Options not included" to an estimate? When we created our inhouse estimate we have a list at the bottom of the estimate for "Options not included" ie- additional return air install, duct sealing and duct ...

jsugamele by New Contributor
  • 374 Views
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Estimate Template

Does anyone know if there is a way to convert an estimate that was created on an existing job to a template?

Faribam by New Contributor
  • 501 Views
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Financing Integration

Hey all!Is there anyway to integrate our own financing options into ServiceTitan, or can we only use ServiceTitan approved finance options.We personally use Enerbank, and would love to be able to present our estimate with the proper monthly payments ...

ZMR-TBHVAC by New Contributor III
  • 607 Views
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Pre added Estimates

All,Not sure if this is possible or not. When we have a "Potential Member" tag on a customer we would like that work order to already have an estimate for a Membership attached. That way every potential member is given at least an estimate for a memb...

HBromberg by ServiceTitan Certified Administrator
  • 531 Views
  • 1 replies
  • 1 kudos