Estimates
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Having two sales people on one sold estimate

It would be great to still have the sold by as the technician name but another section geared towards inside sales where if the inside sales person assisted with selling the estimate, we can select the inside sales person AND the technician. This wou...

Adding optional items to estimates

I contacted support by text today to find out how to add an Optional line item to an estimate. I was told there was not a way to add an optional item that would not be included in the estimate total until the client check marked it as approved. This ...

RichatKHM by New Contributor
  • 590 Views
  • 0 replies
  • 1 kudos

'Marketing Campaign' not an available field on 'Estimates'

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...

TiffanyATL by New Contributor II
  • 568 Views
  • 0 replies
  • 1 kudos

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.

Kirk by New Contributor
  • 566 Views
  • 0 replies
  • 0 kudos

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 ...