Estimates

Posts

Start a discussion

Access to Forms and pictures from the estimate page

Suggestion- It would be nice when yo create a project book a job and the job is to gather info for the estimate that while on the estimate you could access the pic's and a form id applicable. It's a pain to have to back out go to either the job or th...

Papa by • New Contributor
  • 1020 Views
  • 1 replies
  • 1 kudos

Resolved! Opportunities

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 open estimates on a opportunity/job it should remain open unt...

Johnny1 by • New Contributor
  • 2144 Views
  • 3 replies
  • 2 kudos

Financing Integration

Hey all!Is there anyway to integrate our own financing options into ServiceTitan, or can we only use ServiceTitan approved finance options.We personally use Enerbank, and would love to be able to present our estimate with the proper monthly payments ...

ZMR-TBHVAC by • New Contributor III
  • 1395 Views
  • 2 replies
  • 0 kudos

Lock Estimates

It would be most helpful if once an estimate was sold whether it was electronically signed using the email link or manually marked sold by a representative if the estimate would be locked and not able to change lines items or quantities. An estimate ...

seemore by • New Contributor III
  • 1002 Views
  • 1 replies
  • 0 kudos

Pre added Estimates

All,Not sure if this is possible or not. When we have a "Potential Member" tag on a customer we would like that work order to already have an estimate for a Membership attached. That way every potential member is given at least an estimate for a memb...

HBromberg by • ServiceTitan Certified Administrator
  • 1041 Views
  • 1 replies
  • 1 kudos

Multiple department estimate

Hey ST users!Currently, I have been running into the problem where we have new builds that require more than one department to quote (example: both an HVAC tech and a duct work tech). What tips/workarounds do you have to help build these types of est...

KhianaKlatt by • Valued Contributor II
  • 1135 Views
  • 1 replies
  • 0 kudos

Technicians using their mobile dashboard

Recently had a technician create an estimate for a job that was 2 days away........Said he accessed it through the mobile dashboard and just hit the wrong day...and wrong job?? Permission options don't seem to address this so wondering if theres some...

Dave by • Contributor
  • 997 Views
  • 1 replies
  • 0 kudos

Estimate/opportunity

Good afternoon, is there a way to dismiss estimates and opportunities in bulk?

CNorman-GDM by • ServiceTitan Certified Administrator
  • 1302 Views
  • 1 replies
  • 0 kudos
Unanswered Topics
View all
Top Kudoed Authors
View all
ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC