Estimates

Plumbing only Contractor Discussion

Based in Indianapolis, we are a plumbing only contractor on a growth path. Curious as to what other service focused (residential and commercial) plumbing contractors see as their success rate with their estimators. We stand between 32-37% depending o...

How to add estimate for multiple customers

Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.

Estimate Template - Document Templates

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...

Travel Fee

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?

Import from Template

Is there any way to re import a estimate and keep it in there item group. I've finally learned that you have to get rid of the id number to re import.

Resolved! Office facing estimate notes

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 ...

Combine Multiple Estimates

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 ...

Creating individual estimate templates for office side - eliminate need for proposal group

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...

Smart Field PDF pulling from Service Titan Estimates

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...

Update so office can sell an estimate into live/current job and invoice

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...

ServiceTitan Community

Posts

Plumbing only Contractor Discussion

How to add estimate for multiple customers

Estimate Template - Document Templates

Travel Fee

Import from Template

Resolved! Office facing estimate notes

Combine Multiple Estimates

Creating individual estimate templates for office side - eliminate need for proposal group

Smart Field PDF pulling from Service Titan Estimates

Update so office can sell an estimate into live/current job and invoice

Plumbing only Contractor Discussion

Import from Template

Smart Field PDF pulling from Service Titan Estimat...

Clone Opportunity

Any Other Costco/ServiceTitan Users?

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...