--- title: "Add estimates from a proposal template in ServiceTitan Mobile" slug: "add-estimates-from-a-proposal-template-in-servicetitan-mobile" tags: ["Area - ST Mobile (Legacy)", "Focus - Construction", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T03:31:23Z published: 2026-10-16T03:31:23Z canonical: "help.servicetitan.com/add-estimates-from-a-proposal-template-in-servicetitan-mobile" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Add estimates from a proposal template in ServiceTitan Mobile ## Overview You can only add an Estimate template to a Job if it's included in a proposal template. You can always [build a custom estimate](/commercial/docs/build-and-sell-estimates-in-servicetitan-mobile) in ServiceTitan Mobile. For more on building proposal templates, see [Proposal templates](/commercial/docs/proposal-templates-home). Proposal templates let you add estimates pre-built from estimate templates to a job for commonly performed tasks. --- ### #### Who uses this feature - Technicians - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Add estimates from a proposal template 1. From the dashboard, tap **VIEW CURRENT JOB**. 2. Tap **ESTIMATES**. 3. Tap **ADD ESTIMATE**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-p6cb0gy2.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) 4. Tap **SELECT** on the proposal template you want to add to the job. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-beqkqup5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) > [!TIP] > **Tip:** Tap a proposal template to see each included estimate template, prices, and labels. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-j4h10twu.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D)*Estimates* opens, and you see each estimate included on the proposal template. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-w62ditvz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) 5. From *Estimates*, you can: 1. Add or remove items 2. Mark an estimate as *Recommended* 3. Present and sell the estimate ## Add or remove items on an estimate After you build an estimate, you can add or remove items on it to suit the needs and budget of the customer. 1. From the dashboard, tap **VIEW CURRENT JOB**. 2. Tap **ESTIMATES**. 3. Tap on the estimate you want to add or remove items from. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-3op49s83.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D)The estimate opens. 4. From the estimate, you can: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-zs6f1577.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) 1. Tap **Add items** to add more items from your Pricebook to the estimate. 2. Tap **REMOVE** to remove the item from the estimate. 3. Tap **REPLACE** to replace the item with another item from your pricebook. 5. When finished, tap **DONE**. The estimate updates with your changes. ## Mark an estimate as Recommended When you present estimates to customers, they see each estimate, its price, and potential savings if they have a Membership with you. You can mark one or more estimates as *Recommended*, increasing the likelihood that the customer will purchase it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-0ob9fn4t.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) To mark an estimate as Recommended: 1. From the dashboard, tap **VIEW CURRENT JOB**. 2. Tap **ESTIMATES**. 3. Select **Recommend** for each estimate you want to mark as *Recommended*. You can select more than one. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-lzrtec63.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) ## Present and sell an estimate After you add an estimate template, you can present each estimate option to the customer and sell the estimate. You can also present and sell estimates without coming into physical contact with the customer. For more, see [Use the Contactless Experience](/commercial/docs/use-the-contactless-experience-in-servicetitan-mobile). 1. From the dashboard, tap **VIEW CURRENT JOB**. 2. Tap **ESTIMATES**. 3. Tap **PRESENT**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-qmwwgcuh.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D)*Presentation Mode* opens with each estimate shown. 4. Once the customer selects the best estimate for their needs, tap **VIEW** on the estimate. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-scmywpel.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) 5. Ask the customer to sign the Customer Authorization, and then tap **SIGN/ACCEPT**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-vlpvq4el.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) 6. If you're going to complete the work now, tap **YES**. If you plan to leave the job site and the work will be completed later, tap **NO**. When finished, tap **APPLY**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-da46m1i5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D)*Invoice* opens. 7. Depending on the job type, you may need to collect signatures and equipment details. Tap each to complete required fields. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-9fejce3s.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) 8. When finished, tap **FINISH JOB**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-estimates-from-a-proposal-template-in-servicetitan-mobile-image-3d4k140g.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A57Z&se=2026-11-09T12%3A19%3A57Z&sr=c&sp=r&sig=8yRMVnsxcMP8qaCdROdSUq8rK3GCz1fUxP0CRDqUxRg%3D) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Managing Estimate and Proposal Templates](https://servicetitan.docebosaas.com/academy/learn/learning-plans/61/Managing-Estimate-and-Proposal-Templates) - See the [Mobile cheat sheet](https://help.servicetitan.com/v1/docs/servicetitan-mobile-cheat-sheet) - See [Best practices playbook: Presenting multiple options](/commercial/docs/best-practices-playbook-present-multiple-options-1) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A recurring service contract sold to customers that provides scheduled maintenance visits and priority service at a set monthly or annual price. **What it does:** Creates predictable recurring revenue, improves retention, and gives a steady base of scheduled work for the dispatch board. **Where to find it:** Follow Up › Recurring Service Events. **Also called:** Maintenance plan, Service contract **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/grow-recurring-revenue-with-memberships-1) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)