Posts

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
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  • 1 replies
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Resolved! Convert and take payment for an estimate at the office level

Hello, new Titan user here. We have a bit of an odd workflow it seems cause I can't find a good solution to the following problem. We are a Locksmith and lots of times our office staff will sell large quantities of padlocks to customers that take a n...

LockLevi by New Contributor III
  • 1026 Views
  • 6 replies
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Resolved! Is it possible to edit the sold on date for sold estimates?

We just switched over to Service Titan earlier this month, we had some issues with sales jobs that ported over from our old system. Some of the older jobs were not linked to a project causing the installation to not associate to the sales job. Becaus...

Resolved! Estimate Follow Up Questions

Can you automate estimates to resend to customers after a certain number of days if they haven't accepted?

acaroluzzi by ServiceTitan Certified Administrator
  • 1618 Views
  • 8 replies
  • 1 kudos

Separating Estimates from one opportunity

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...

Cari_B by New Contributor
  • 490 Views
  • 1 replies
  • 0 kudos

HVAC RetroFit Estimates - More Appeal & More Customizing

I'm new to Service Titan and I'm not a technician, only comfort advisor. I go on calls that require estimates on replacing equipment, not parts or repairs. I create estimates from the office. Maybe it's me, but I am disappointed in the Estimate build...