--- title: "Convert open estimates and book sold estimates" slug: "convert-open-estimates-and-book-sold-estimates" tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - CSR Dispatch", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T03:43:16Z published: 2026-10-15T03:43:16Z canonical: "help.servicetitan.com/convert-open-estimates-and-book-sold-estimates" --- > ## 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. # Convert open estimates and book sold estimates ## Overview After you have successfully followed up on an opportunity, you can convert the open Estimate to a Sold estimate and then book the Job for that sold estimate. --- ### #### Who uses this feature - Managers and office employees ## Things to know - You can book more than one install job from an estimate. - Once you book an item from a sold estimate into an install job, the job number will display next to the opportunity so you can always see which jobs were booked from the estimate and access them quickly. - If you remove an item from the install job's Invoice, it will go back onto the estimate as unused. ## Sell an open estimate 1. Go to the navigation bar and click **Follow Up**. 2. Find the opportunity with the open estimate on it and click it. 3. Click **Sold/Convert**. 4. Select the name of the person responsible for the sale or conversion. By default, this will be you. Click **Sold/Convert** to confirm. > [!NOTE] > **Note:** Signatures are not required for estimates that aren't sold in the ServiceTitan Mobile App. When you sell an estimate from the office, there is no way to collect a homeowner's signature. ## Book a sold estimate > [!NOTE] > **Note:** After you have sold or converted an open estimate, you can book install job(s) immediately. If you don't book jobs for Converted estimates right away, be sure to go to the *Sold Estimates* tab under *Follow Ups* to book jobs for converted estimates. 1. Go to the navigation bar and click **Follow Up**, and then click the **Sold Estimates** tab. 2. Find the opportunity for which you would like to book a job and click it. 3. From the sold estimate, check the estimate(s) for which you would like to book a job. You can **Check al**l if applicable. 4. Click **Book Job**. This takes you to the Call Booking screen. 5. From the Call Booking screen, [book a job](/v1/docs/book-a-job) as usual. ## Want to learn more? - See [Use the Follow Up screen](/commercial/docs/use-the-follow-up-screen-1), [Convert open estimates and book sold estimates](/commercial/docs/follow-up-on-opportunities-1) - See [Manage Recurring service events](/v1/docs/manage-recurring-service-events) - See [Estimates and Sales](/commercial/docs/estimates-and-sales-home) 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) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [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) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) An estimate that is sold by a sales tech, a service, maintenance, or install tech, or a CSR (over the phone) and the estimate total is above the sold threshold. What this triggers in ServiceTitan The sold estimate appears on the Follow Up screen. CSRs will book the job and assign a tech to perform the work. [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)