Estimates

Estiamates/Proposals and adding Manufacturer's discounts to them

We want to be able to hide the costs of what will be listed on the proposal for the h/o's but when there is a manufacturer discount running, we want to be able to add that line and the discount amount show and the amount being subtracted from the tot...

Easily Applying Digital Coupons

I am making an upgrade suggestion. It would be great if S.T. could integrate with an app that either uses QR codes, or that can scan a barcode (along those lines) and then have it automatically applied to customer invoices in the field. As with every...

Resolved! Estimates

Yall. I'm dying. When I build an estimate for sales and then sell it and move it to a job right. The price goes with. Then I make PO's to order the equipment, when I receive it it totally messes up my invoice. HELP PLEASE

Estimate Acceptance Emails

When a customer accepts an estimate online they get an email thanking them for accepting the estimate and containing a copy of their signed estimate. Is there a way for me to edit the settings for this so that I also get a copy of their signed estima...

Adding Materials to an Estimate (office side)

When adding materials to an estimate on the office side, using the drop down menu after clicking "materials". It would be handy to be able to click multiple items before adding them to the estimate. for instance, if I search for "3pvp" it brings up a...

Upgrade Online Estimate Design

I feel like the online estimate link/portal has not been updated in a long time.We email a lot of estimates and I feel like the user experience could be better. The look and feel could definitely be upgraded.Right now you have to click "read more" to...

Idea needs votes- please help!

I know this doesn't affect a huge population of ServiceTitan users, but it does affect those of us in California! Even if it doesn't affect you directly, I'd really appreciate your votes. I need to have the California Compliance invoice for my reside...

California Compliance Invoice

Is anyone else using the California Compliance Invoice? How are you getting around that it says HOME IMPROVEMENT CONTRACT on the top of your commercial estimates/invoices?

Adding "Material" Pictures on Estimates

We are in the Garage Door industry, and provide quotes for new Garage Doors. We have added the pictures of the new Garage Doors to the "Materials" in "PriceBook", however when we print, or email an estimate to a customer, the picture of the New Door ...

Opportunities & Estimates status update suggestion

Can the programmers please add in an status update? That is what the word status means anyway. We should be able to look at the status of an estimate and see if the job is scheduled, completed or open. This prevents the extra work hunting the account...

ServiceTitan Community

Posts

Estiamates/Proposals and adding Manufacturer's discounts to them

Easily Applying Digital Coupons

Resolved! Estimates

Estimate Acceptance Emails

Adding Materials to an Estimate (office side)

Upgrade Online Estimate Design

Idea needs votes- please help!

California Compliance Invoice

Adding "Material" Pictures on Estimates

Opportunities & Estimates status update suggestion

'Marketing Campaign' not an available field on 'Es...

Plumbing only Contractor Discussion

Import from Template

Smart Field PDF pulling from Service Titan Estimat...

Clone Opportunity

Add Clickable Link to Estimate Email

Office facing estimate notes

Opportunities

ISSUE: Converted Job link to estimate not working

Take Permission away from employess to DISMISS rec...