Estimates

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

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...

Hidden Items Still Show on Estimate!

On the tablet when selecting the eye icon to not show an item when presenting the estimate, it will still show! However, when emailing the customer, it does not show that item. Why can't we be consistent? Please fix this! It is obviously an error and...

eSign Issues With Estimates/Invoices

We just launched and went Live from Dispatch to Service Titan 70.1Upon transferring pending jobs over from Dispatch to Service Titan, I started noticing the following issue.1- After creating an estimate, line items and financials dont carry over from...

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 ...

Invoice and estimate print views

Since the most recent update we are unable to change the "print" view for invoices and estimates. When trying to choose, itemized with price, itemized without price, aggregated or hide items, it only shows you the itemized with price option regardles...

Estimate enhancements

I would like to suggest two improvements to the estimate process:1. Make the estimate generation date able to be adjusted to print out the most recent date. If you have a 30 day pricing limit, OFTEN people change their minds on what they want, and th...

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