---
title: "How to limit the visibility of proposal and estimate templates for technicians based on their assigned Business Units?"
slug: "how-to-limit-visibility-proposal-estimate-templates-technicians-business-units"
tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:49:03Z
published: 2026-10-15T03:49:03Z
canonical: "help.servicetitan.com/how-to-limit-visibility-proposal-estimate-templates-technicians-business-units"
---

> ## 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.

# How to limit the visibility of proposal and estimate templates for technicians based on their assigned Business Units?

## Problem

Technicians can see all Estimate templates. You want them to see only the ones related to their Business Units (BUs).

## Solution

This process ensures that technicians only see the proposal and estimate templates assigned to their Business Units.

> [!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).

1. Go to **Pricebook**.
2. Click on **Templates**.
3. Select **Proposal templates**.
4. Find the template you want to edit. Click **Edit**.
5. Click on **View Edit Details**.
6. Look for the option to **Add BU**.
7. Choose the Business Unit you want to assign to the template.
8. Click **Save**.

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)

An internal division within ServiceTitan used to segment work, reporting, and accounting — for example, “Resi HVAC” vs. “Commercial Plumbing.”

**What it does:** Lets multi-trade or multi-division businesses track performance, capacity, and financials separately per division.

**Where to find it:** Settings › Business Units.

**Also called:** Trade division, Service line, BU

**Tags:** Core

[Learn more →](https://help.servicetitan.com/docs/add-and-edit-a-trade-or-division) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)