Today, after several calls this week, I was informed by customer service
that the estimate template cannot be altered, much like the invoice
template. While the document does state that the information is an
estimate, multiple times, customers are se...
We input a travel fee into each service of our estimates, but we don't
want it to count towards our GM% and we need it to be just a flat
rate.Is anyone else doing travel fees? If so, how do you account for it?
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 technician who
does the job. If there isnt a way to ...
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 ...
In our company we have lead turnover forms that usually contain all the
info we need to build an estimate. A lot of times the required repairs
are very similar from job to job (building trap removal, CIPP liner,
trenchless pipe burst, etc.). I want t...
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...
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...
