--- title: "Manage estimate documents" slug: "manage-estimate-documents" tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Commercial", "Type - Residential"] updated: 2026-10-29T11:44:52Z published: 2026-10-29T11:44:52Z canonical: "help.servicetitan.com/manage-estimate-documents" --- > ## 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. # Manage estimate documents ## Overview Store all media and documents on the *Estimate* screen to easily access estimate files in one place and enhance estimate management. > [!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 - CSRs and Office employees - Applies to all business types ## Things to know - You can see attachments linked to the estimate from other sections, such as item attachments from Items and Pricing, work order attachments and project attachments. - If you want to prevent pricebook images from appearing as estimate attachments, turn on **Exclude pricebook images from estimate attachments** in **Settings > Estimates > General**. When this setting is on, item and pricing images still appear in Estimate Presentation but are not saved as attachment records on the estimate. This applies going forward only and does not affect images already attached to existing estimates. For more, see [Manage Estimates settings](/commercial/docs/manage-estimates-settings). - The attachments added from ServiceTitan can be available in ServiceTitan Mobile to technicians. - The attachments will be sent as separate documents in the email. ## Manage estimate files The *Documents* section allows you to access and upload documents, media, or other attachments for a given estimate in a centralized place. **Option 1: Upload File option** There are two options for uploading a file: 1. On the *Estimate* screen, scroll down to the *Documents* section. 2. Click **Upload File.** 3. Upload a file from your computer. ![Estimate document showing service details and total price for plumbing jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-e8j1rgwv.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) **Option 2: In the Estimate Documents section:** 1. In the *Documents* section, click **View All**. ![Document interface displaying recent files and media attachments for user access.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-dle92f5m.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) 2. In the *Estimate Documents* section that opens, click **Upload File**. ![Document management interface showing file upload and list of estimated documents.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-gxf1sini.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) ## Rename files You can rename files by selecting the file and clicking **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D). ![Table displaying image file details including name, type, and creation date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-wkdb40qj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) ## Filter files Use the *Created by, Date Created,* and *Source* filters to search for a document. ![Table displaying document details including name, type, creator, and date created.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-sqnukltv.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) You can also search for a document by entering a document name and click **Search** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-vx6r6dnn.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D)**.** ![Search bar highlighted for filtering media items by name in a table layout.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-is6apktl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) ## Delete and download files You can delete and download files using two different options. **Option 1:** Select the record and view the actions you can perform. ![List of documents with a selected PDF file for download or deletion options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-4twkjb6w.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) **Option 2:** Select the file and select the **Delete** or **Download** icon. ![Table displaying PDF document details with options to delete or download.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimate-documents-image-zr00bufx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A12Z&se=2026-11-09T12%3A26%3A12Z&sr=c&sp=r&sig=ytkJckjZWm6VClvumQX%2F0SFSlRDx9ip5SJACBwy5yow%3D) ## Want to learn more? - See [Add an estimate to an opportunity](/commercial/docs/add-an-estimate-to-an-opportunity)