Create estimates in the ServiceTitan Field Mobile App

Overview

While you're on a work order, you can build estimates from an estimate template, build custom estimates, duplicate existing estimates and—for HVAC replacement work orders—use the estimate builder to generate a tiered estimate automatically.. This allows you to present options to the customer before completing the work order.

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Commercial businesses

Residential businesses

Who uses this feature

Technicians
Applies to all business types

Feature configuration

The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
The following permissions are required to use this feature. Please contact the account administrator on your team.
- Create Estimate: Create and duplicate estimates.
- Add Estimate and Invoice Item: Add items to estimates.
- View Total Price and View item prices: View total and item prices on estimates.

Things to know

If you want to create more than one estimate, repeat the workflow steps.
Estimates added to completed work orders are created as Unsold. For more on completed-job workflows, see Add estimates, notes, and more to completed jobs in the ServiceTitan Field Mobile App.
The names of certain screens, tabs, and so on may be different based on your selection in Menu > Settings. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.
Coming soon to Field Mobile App Release 23.0
The estimate builder currently generates options for HVAC replacement work orders only. For other work order types, use a proposal template or build a custom estimate.

Create an estimate from an estimate template in the Field Mobile App

Note: Office setup is required to use estimate templates. Please contact the account administrator on your team.

To add estimate options from an estimate template:

Open your work order and:
- Tap the Estimates tab.
If there are no estimates on the work order, tap Add estimates from template.
If there are existing estimates on the work order, tap From Template.
On the screen that opens, select the template you want to use.
Tip: After you select a template, you can see each included estimate option, price, and label.

Build a custom estimate in the Field Mobile App

Open your work order and:
- Tap the Estimates tab.
If there are no estimates on the work order, tap Add custom estimate.
If there are existing estimates on the work order, tap Custom Estimate.
On the screen that opens, add one or more items to the estimate.
As you add items, they appear on the screen. When finished, tap Back to finish adding the estimate.
Note: If you’re building an estimate on a tablet, you can rearrange items quickly by long pressing and dragging them.

Coming soon to Field Mobile App Release 23.0
Create an estimate with the estimate builder
For HVAC replacement work orders, the estimate builder answers a short set of questions about the work order and automatically generates a tiered (Good/Better/Best) estimate from your company's own Pricebook templates—so you don't have to search the Pricebook and assemble every work order item by hand.
Note: This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, please contact your Customer Success Manager (CSM).
Open the work order, then select Estimates for a residential work order or Estimates for a commercial work order.
Select Create from estimate builder.
Answer the guided questions about the work order, such as the boiler type, heat distribution system, system condition, and electrical requirements.
Note: If the available options do not match the work order, select None of these – switch to manual flow. You can then create the estimate from a template or build a custom estimate.
Select Build Estimate.
Review the generated options. Each tier—such as Good, Better, or Best—includes:
Equipment, materials, and services
Subtotal, tax, and total
Potential savings compared with other tiers, when available
Select Add to Estimate for each option you want to include.
(Optional) Select Add Add-ons to offer items such as a smart thermostat, filtration upgrade, air purifier, humidifier, or dehumidifier. Select the add-ons, then select Add.
Present the completed estimate to the customer as you would any other estimate.
For more, see Use the estimate builder to create AI-generated estimates in the ServiceTitan Field Mobile App.

Duplicate an already built estimate in the Field Mobile App

Open your work order and:
- Tap the Estimates tab.
Tap the Copy icon next to the estimate you want to duplicate.
On the window that opens, tap Duplicate Estimate.This copies everything within the selected estimate and displays the estimate form.

Note: For steps on how to duplicate estimates from previously completed work orders, see Duplicate previous estimates from past jobs in the ServiceTitan Field Mobile App.