---
title: "What is the process for changing the customer name on an estimate without changing the name on the work order invoice page?"
slug: "what-is-the-process-for-changing-customer-name-on-estimate-without-changing-name"
tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Role - Owner Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:46:05Z
published: 2026-10-15T03:46:05Z
canonical: "help.servicetitan.com/what-is-the-process-for-changing-customer-name-on-estimate-without-changing-name"
---

> ## 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 is the process for changing the customer name on an estimate without changing the name on the job invoice page?

## Problem

You cannot directly change the customer name on an Estimate if it's linked to a Job. The system allows name changes through the job's Invoice page, but this changes the name for the entire job.

## Solution

Follow these steps to create multiple estimates for different customers without changing the job invoice page. Check if you have an estimate template. If not, you'll need to create one.

> [!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 **Templates** from the sidebar.
3. Click **Create Template** if you don't have an existing template. If you have one, skip to step 6.
4. Fill in the template details. Include all services and items you need for your estimates. Save the template.

For each customer, follow these steps:

1. Propose the same estimate to the customers you want by adding this same template.
2. Navigate to the **Customer page > Opportunities & Estimates > Build Estimate** and select the created template
3. Go to the Job page and click **Actions.**
4. Click **Add estimate.**
5. Repeat steps 6 to 9 for each customer you need to create an estimate for.

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)

The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan.

**What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration.

**Also called:** Bill, Work order invoice

**Tags:** Core

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