Estimates

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?

Change of Name and Address on a Sold Estimate

Hey Gang!This feels like a silly question and I will try not to complicate it too much. In the last year or two, we did an estimate for a preschool that was owned by Company A and their address is 123 Main Street Somewhere, WI 11111. This month, we w...

Change Sold estimate's status name

When signing the sold estimate onsite, customers often get confused by the wording, thus we would like to be able to change the naming to something like "Accepted estimate" or "Approved estimate" instead of "Sold estimate".It would be helpful to have...

How to attach sold estimate items to the original job

This is in regard to warranty work; when we sell an estimate it does not give us the option to sell the estimate and add those sold estimate items to the existing job. We need everything to be on one invoice (the original invoice) for it to communica...

waiving dispatch fees

Is there a way to add a minimum charge to my estimate templates, separate from the dispatch fee? Currently, my CSR informs clients that there is a $98 fee for showing up and providing an estimate, which is waived if the estimate is accepted. However,...

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...

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...

Plumbing only Contractor Discussion

Based in Indianapolis, we are a plumbing only contractor on a growth path. Curious as to what other service focused (residential and commercial) plumbing contractors see as their success rate with their estimators. We stand between 32-37% depending o...

Smart Field PDF pulling from Service Titan Estimates

I am looking for some help with finding a way to have a PDF fillable form(non service titan form) smart field line that would pull from the APPROVED estimate task line. Details: When we are out on a job and they need to replace furnace or AC, our tec...

Update so office can sell an estimate into live/current job and invoice

Hello, I'd like to make a suggestion for an issue that's been causing problems for us for years. When a tech is on a job and a customer approves the estimate via phone or email, there seems to be no way for an office user to sell/convert that estimat...

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