Estimates

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Text Formatting

Hello,I have an idea for building estimates on the desktop version of the website. There should be an option for text formatting while manually building an estimate under the "Description". Things like: underlining, bold, italics, or an option to add...

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?

bfontana by • ServiceTitan Certified Administrator
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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...

BDJ by • New Contributor III
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Estimate Items

Is there a way to "Add Warranty Info" as one of the required options before creating a quote for a customer?

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...

Miranda by • ServiceTitan Certified Administrator
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Estimates From Start To Finish

When is the most expensive home service software on the market going to overhaul the entire estimate process, from creation, presentation, and the customer-accessible online view? I came from Jobber and to be honest for $200/ total, their estimates, ...

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...

Add An Editable Estimate Summary Button

Hi, It would be handy to be able to edit the Summary Dialog box like we can on invoices, rather than going to the edit invoice button at top of the estimate page and then finding the Summary box then saving and back to the estimate. Not convenient.

danray by • New Contributor II
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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...

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