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27 results
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06-06-2024
06:45 AM
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 Cus...
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Online Estimates
10-09-2023
05:36 PM
1 Kudo
Hi All, When we email estimates to customers, we also need to include a link in the email body that, when clicked, will open renderings of the closet we designed for them. I currently p...
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04-02-2024
01:04 PM
1 Kudo
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 t...
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Office Estimates
08-04-2023
02:47 PM
2 Kudos
I have discovered that If you have multiple estimates on one opportunity/job and one estimate is sold the opportunity is dismissed. I do not believe it should be this way. If you have other o...
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Opportunities
02-07-2024
11:38 AM
As of this morning, the link to the original estimate on the converted job is not not working.
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Sold Estimates
11-23-2023
12:01 PM
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 larg...
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Office Estimates
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Sold Estimates
by
kim_carney21
in Estimates
11-01-2023
02:36 PM
11-01-2023
02:36 PM
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 ins...
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11-03-2023
09:08 AM
Hello, Once estimate is sold and customer calls in to cancel the service they agreed to. is there a way we can mark this unsold on our end?
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Sold Estimates
09-21-2023
02:13 PM
Can multiple estimate templates be selected and combined when creating a new estimate?
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Estimate Templates
