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 ...
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.
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 ...
Does anyone know if there is a way to convert an estimate that was created on an existing job to a template?
Can multiple estimate templates be selected and combined when creating a new estimate?
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 ...
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...
