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Combine Multiple Estimates

jbrowder25
New Contributor

I would love the option to combine estimates. My guys like to give multiple estimates for issues the clients are having. There have been many times the client decides to go with multiple estimates and it creates issues. I have to then go and combine the estimates all together so I can book all the items on the same job. It would be nice to be able to combine all the estimates that are in the opportunity.  

1 REPLY 1

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You should be able to book multiple estimates to the same job as long as the salesman is the same. Go to estimate 1 select the items and "book new job" then go to estimate 2 select the items and "add to existing job" 

Randi Thompson
Bill Joplin's Air Conditioning & Heating