Order of Items on invoices
I wish there was a way of rearranging the order in which the items are displayed on the estimates and invoices. Equipment should be at the top, then services, then disclaimers etc, and then any discounts
Posts
Expandable & Customizable Service Descriptions for Estimates & Invoices
ProblemProviding customers with detailed service descriptions is essential for transparency and better decision-making. However, listing every service description (e.g., Schrader valves, breakers, fuses, capacitors) can make invoices excessively long...
Resolved! Make the online estimate approval view more attractive to the customer
We recently started using the option to give customers the ability to approve estimates online. We thought this was going to be a great feature. However, we did not realize until today when a customer showed us what it looks like on their end just ho...
Tech Collecting Payment on Quotes
Does anyone know if it's possible for a tech to collect a payment from a previous quote from a closed job besides emailing the payment link?
Task CODES display on Online Estimates
Is there a way to hide task codes from Estimates when viewing online? When a customer clicks the "view estimate" link in the email we send via ServiceTitan, the task CODE appears rather than the task NAME. It is very confusing to the customer and doe...
Resolved! Customer Reply To Estimate Sent Through System
Has anyone discovered the best way to get information to the original sales person when a customer replies directly to an estimate sent through the system? Sales Person A will send an estimate to Customer Z. Customer Z responds to the estimate , but ...
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.
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...
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 ...
Any Other Costco/ServiceTitan Users?
Hi Everyone,I am reaching out to see if there are any other ServiceTitan users that sells HVAC Installations through Costco and would like to learn of their proposal / work order process. Many HVAC companies use the software, PricebookPlus, to propos...
