---
title: "What are the available options for finding estimates?"
slug: "what-are-the-available-options-for-finding-estimates"
tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:48:35Z
published: 2026-10-15T03:48:35Z
canonical: "help.servicetitan.com/what-are-the-available-options-for-finding-estimates"
---

> ## 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.

# What are the available options for finding estimates?

## Problem

You can't find an estimate despite searching through customer estimates, opportunities, and unsold estimates in different tabs, including the *Follow Up* tab, *Opportunity* and *Estimate Follow Up* report.

## Solution

Keep track of estimates and always double-check your work. This helps you avoid losing important documents like estimates.

### Search for an estimate

1. Go to the **Customer** screen and click **Opportunities & Estimates**.
2. Go to the **Location** screen and click **Opportunities & Estimates**.
3. Go to the navigation bar and click **Search** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-search.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A11Z&se=2026-11-09T12%3A27%3A11Z&sr=c&sp=r&sig=oyYWhVQDuh4VChLw9lC6W9xcnCpNLQY8RU0BAys%2BZa8%3D).
  1. Search for an estimate by using the *ID, Status, Job Number, Amount*, or other filters.
4. Go to the navigation bar and click **Follow Up**.
  1. Depending on the status click **Unsold estimates** or **Sold estimates**.
5. Go to the navigation bar and click **Reports**.
  1. Search for estimate-related reports, for example, Opportunity and Estimate Follow Up.

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)