Overview
Convert and sell estimate opportunities to book them into jobs and easily grow your revenue. There are two ways to sell an estimate:
Who uses this feature
CSRs, Office employees
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
When you sell or convert an estimate from ServiceTitan, we recommend you book an install job to get the items from the sold estimate to the booked jobs' invoice.
Convert and sell from the estimate page
In the Estimate section, you can convert and sell estimates:
From the estimate page, click Sold / Convert.
In the pop-up window, select the technician from the dropdown.
Click Apply.
Note: If you sell estimates with no non-serialized items, the cost is updated to the current average cost.
If you want to unsell the sold estimate, from the estimate page click Unsell.
Convert and sell from the opportunity page
From the estimate page, under the Opportunity field, click the opportunity number.
In the Opportunity Follow-up screen that opens, find the estimate you want to sell.
From the Sold/Convert dropdown, select the technician or office employee who sold the estimate.
Click Sold/Convert.
Note: When you sell the estimate, all estimate items are reflected in the Budget vs. Actual section based on their project and category label.
The estimate for the job opens.
Book an estimate into a job
From the estimate page, select the item you want to include in the job.
Tip: You can click Select All to include all items in the job, or Deselect All to remove items from the job.
Click Book New Job. The Call Booking screen opens.
From the Call Booking screen, you can schedule a job. For more, see Call Booking.
FAQ
Why is the managed technician not assigned as the Sold By of a job?
If the managed technician sells an estimate on the job and selects the Perform Work Now option, the same technician will Perform Work Later in ServiceTitan and the Sold By field won't be auto populated with the name of the technician who sold the estimate.
Note: If you want the Sold By field to be auto populated when you select the Perform Work Now option, contact Technical support to enable the feature.
When the job is booked from ServiceTitan and the managed technician is marked as Sold By for the estimate, the Sold By field isn't auto-populated on the Edit Job screen. You need to manually fill out the Sold By field in the Job section.
Note: The Sold By field auto-populates for each item if the user adds it to the invoice or estimate.
How do I enter Sold by credit when an estimate is sold from the office? Who can get credit?
When you sell an estimate from the office, you are asked who sold the estimate. Both technicians and office employees can receive Sold by credit. The name of the person who created the estimate is selected by default. Make sure to assign Sold by credit according to your office procedures.
How do I edit the Sold by technician on an invoice?
Edit the Sold By field on the job to assign it to a technician on the job invoice. To edit the Sold by field:
Use the Search screen to navigate to the job.
Click the Edit icon.
Use the Sold by dropdown to select the technician you want to be listed as the Sold by on the invoice.
When finished, click Save. The new Sold by technician appears on the invoice.
What if I sell an estimate while on the phone and the customer wants to schedule right away?
ServiceTitan is designed to make it easy to book install jobs immediately. When you sell the estimate, simply select the estimate services and click Book Job off the sold estimate.
Can I perform work for multiple estimates sold on one job?
Yes. When you sell an estimate in ServiceTitan Mobile, you are presented with two options:
Perform the work now: This adds items from the sold estimate to the current job's invoice.
Perform the work later: The sold estimate appears in the office as a sold estimate that can be booked into a separate job.
You go through this process for every estimate you sell on the job.
Note: When booking jobs from the office, you cannot book multiple sold estimates into one job.
Can I combine two estimates from two different technicians?
No, you can't.
What do you do if a sales technician goes on a sales call and makes the sale?
When a technician sells an estimate on an ongoing job, they can choose to perform the work now or later. If they choose to perform work now, they can book a sold estimate on the current job to perform the service right away. If they choose to perform work later, they can complete the job and post the invoice and schedule the installation job.
What do you do if a sales technician goes on a sales call but does not make the sale?
Complete the job. You can sell the estimate at a later time and book an installation job from it.
What do you do if a sales technician goes to an A/C repair and instead sells a new system?
Create and sell an estimate and choose to perform the work later. Collect the dispatch fee, diagnostic fee, or deposit and complete the repair job. Book the install job. This automatically creates a project. You can add appointments to the new install job if more days of work are needed.