How do I create Estimates from Contractor Commerce inside ServiceTitan?
This feature is currently in Beta, but available to use. If any features are not working as intended please notify us ASAP at Success@contractorcommerce.com
Now that you have established a connection between Contractor Commerce and ServiceTitan you can enable features to push certain pieces of information from Contractor Commerce directly to your ServiceTitan!
This section will cover ServiceTitan Estimates. We recommend having a meeting with your Account Manager to ensure everything is configured correctly.
What action creates an Estimate?
Estimates consist of different items from your ServiceTitan such as services, equipment, and materials. Estimates are generally attached to Invoices in ServiceTitan. Contractor Commerce will create an Estimate from a Lead. Leads are created from System quotes generated from Journeys.
For more information on what creates Leads visit this article.
How do I turn this feature on?
As mentioned above, it's best to meet with your account manager first to assist with configuration. Simply visit the Dashboard and navigate to the integrations section of your dashboard and click Leads > Estimates> Create Estimate from New System Leads
- Add Items to Estimates:
- Our system will attach Materials, Equipment, for Tasks / Services to the Estimate if they exist in ServiceTitan (optional)
For more information on each of the other ServiceTitan Integration features, click on the articles below: