---
title: "Update Booking Sold Estimate settings"
slug: "update-booking-sold-estimate-settings-1"
tags: ["Area - Estimates and Sales", "Role - Admin", "Focus - Construction", "Focus - Service Replacement", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:41:28Z
published: 2026-10-15T03:41:28Z
canonical: "help.servicetitan.com/update-booking-sold-estimate-settings-1"
---

> ## 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.

# Update Booking Sold Estimate settings

## Overview

Use the *Booking Sold estimates* settings to allow jobs booked from sold estimates to automatically inherit the summary and attachments on the Estimate. This helps reduce manual copy/pasting of summaries and reattaching files when converting estimates to jobs.

> [!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

- Office employees
- Applies to all business types

## Things to know

- Attachments only carry over from location or Job estimates, not project estimates.
- The estimate summary is inherited for all estimate types.
- If **Exclude pricebook images from estimate attachments** is turned on in **Settings > Estimates > General**, pricebook images are not saved as estimate attachments. Because they are never attachments, they are automatically excluded from job carryover when **Copy job/location estimate attachments over to job** is enabled. Non-pricebook attachments (site photos, findings, manually uploaded files) still carry over as expected. For more, see [Manage Estimates settings](/commercial/docs/manage-estimates-settings).

## Enable Booking Sold Estimate settings

1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A07Z&se=2026-11-09T12%3A27%3A07Z&sr=c&sp=r&sig=AVoEqo408ALJYGaM%2BepXxpPKO5h3mTROYV0as9AakiI%3D).
2. In the side panel, go to **Operations > Booking Sold Estimate**.
3. Use the toggles to enable the following:
  1. **Copy estimate summary onto job summary**: This automatically fills in the job summary with the estimate summary when you book a job from the sold estimate.
  2. **Copy job/location estimate attachments over to job:** This automatically adds the attachments from an estimate onto a job when the job is booked from a sold estimate. ![Settings for copying estimate summaries and attachments in job booking process.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/update-booking-sold-estimate-settings-image-uyam6fbz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A07Z&se=2026-11-09T12%3A27%3A07Z&sr=c&sp=r&sig=AVoEqo408ALJYGaM%2BepXxpPKO5h3mTROYV0as9AakiI%3D)
4. When you're finished, you can exit the screen.

## Want to learn more?

- See [Follow up on opportunities](/commercial/docs/follow-up-on-opportunities-1)

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)

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)

The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes.

**What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job.

**Also called:** Work order, Service ticket

**Tags:** Core

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)