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
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...
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...
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...
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...
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?
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 ...
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...
Hey everyone! I have noticed as I do our followups that I have had some
customers who aren't receiving our estimates via email. When I go back
and check the audit trail it shows that the estimate emails have bounced
or been dropped. I created an idea...
I would love for Service Titan to give the option to print an estimate
for back office, warehouse managers and such that included materials and
equipment. The customer facing invoice is great, but a few simple
options to add materials and remove the ...
