A Smarter Way to Send Estimates
How Andersen Plumbing transformed their estimating process with TGL
60%
Decrease in estimate preparation time
45%
Increase in customer approval rate on estimates
30%
Fewer manual corrections needed in invoices
Overview
Andersen Plumbing struggled with ServiceTitan’s built-in estimate tools. The platform forced line items to appear consistently across both invoices and estimates, but the company needed clean, customer-friendly estimates without itemized costs—while still requiring full detail on invoices. On top of that, they wanted modern, attractive visuals for their estimates and a way for customers to upload attachments during approval.
Challenges
ServiceTitan’s estimate limitations created bottlenecks. Sales staff had to choose between clunky itemized quotes that looked unprofessional or manually editing documents outside of the system. This led to wasted time, inconsistent customer experiences, and extra back-office work. Customer signatures and attachments also had to be managed manually, slowing down approvals and increasing risk of errors.
How TGL Helped
TGL engineered a custom digital estimating solution that integrated seamlessly with ServiceTitan. Estimates were moved online with a polished, professional design that removed unnecessary line items while invoices in ServiceTitan remained fully detailed. Our tool even wrote the estimate summary (future tense) and the invoice summary (past tense) after the estimate sold. Customers could still receive estimates via ServiceTitan email, sign digitally, and upload attachments — all of which synced automatically back into ServiceTitan. This ensured both customers and internal teams had the right level of visibility at the right time.
The Benefits
Andersen Plumbing’s sales process is now faster, more professional, and more consistent. Customers receive attractive estimates that focus on value, not confusing itemized breakdowns. Signed estimates automatically mark jobs as sold in ServiceTitan, reducing admin time and ensuring accurate records. Attachment uploads provide additional clarity and documentation, while the team enjoys a streamlined workflow that eliminates duplicate work and errors.
Customer Details
Customer
Andersen Commercial Plumbing
Location
Year Est.
Industry
Plumbing
Products
Webpages
ServiceTitan Integration
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