Estimates

How to add estimate for multiple customers

Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.

Import from Template

Is there any way to re import a estimate and keep it in there item group. I've finally learned that you have to get rid of the id number to re import.

Resolved! Office facing estimate notes

I am hoping to find a way that someone has been able to put notes on an estimate that a customer cannot see. IE what supply house to get the part or notes from the person doing the estimate for the technician who does the job. If there isnt a way to ...

How to sell an estimate without booking a job with an assigned technician

We have some customers who purchase filters from us and we cannot figure out how to sell an estimate without having to book a job and then dispatch/arrive an assigned tech to complete it. We also have the same problem with membership sales. Has anyon...

We want to send estimates showing only labor and materials (not the price of each part)

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...

Dismissing old estimates in bulk.

I hope ST can create a way for us to dismiss old estimates in bulk, instead of one at a time. That would be very helpful!

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 ...

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...

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...

"Resend the Estimate" - Does it only send to the contact the estimate originally sent to?

We're strictly B2B. Our Customers usually have multiple contacts listed under them. Under each location are also multiple contacts. When using the Resend the Estimate feature, will it only send to the contact to whom the estimate was originally sent?...

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