---
title: "Create a line item estimate"
slug: "create-a-line-item-estimate"
tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Role - CSR Dispatch", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:43:10Z
published: 2026-10-15T03:43:10Z
canonical: "help.servicetitan.com/create-a-line-item-estimate"
---

> ## 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.

# Create a line item estimate

## Overview

Line item estimates allow you to create an Estimate with the exact services you are selling, as well as the materials and equipment that are consumed when performing the work.

> [!NOTE]
> **Note:** Depending on your account's configuration, you might see one or more of the following:
> 
> - *Items and Pricing* instead of *Pricebook*.
> - *Customer* instead of *Homeowner*.
> - *Procurement* instead of *Inventory*.
> 
> The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq).

---

### 

#### Who uses this feature

- Any business using project management
- Anybody who runs and uses projects in ServiceTitan

## Things to know

- You can use exactly what materials or equipment you have in your Pricebook to create the estimate.
- You can book the Sold estimate into install jobs.
- If you are using the Purchasing module, you can create a purchase order directly from the estimate using the [Requisitions feature](/commercial/docs/requisition-items-for-a-job-or-project) and Invoice closeout.

## Use cases

- Equipment changeouts
- Short-term projects
- Track home building

## Line item estimate workflow

To use the line item estimate method, you need to:

- Know what services, materials, and equipment you will be using/consuming on the project.
- Have the services, materials, and equipment needed in your current pricebook.

Create your estimate and then build out your estimate with the exact line items you need for the project. If you have set up your default project labels correctly, your budget will automatically populate according to your label setup.

![Estimate items for HVAC system installation, including tasks, equipment, and materials costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-line-item-estimate-image-pkqfig0q.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A37Z&se=2026-11-09T12%3A08%3A37Z&sr=c&sp=r&sig=yhlfMAvL%2FawrUW7ymUoJkygTwX29BuHtxhntY9suhng%3D)

## Want to learn more?

- See [Create a placeholder estimate](/commercial/docs/create-a-rough-project-estimate)
- See [Introduction to project management](/commercial/docs/introduction-to-project-management)
- See [End-to-end guide to project management](/commercial/docs/end-to-end-guide-to-project-management)

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)

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 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 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)