---
title: "What is the process for creating an estimate for a customer that is not attached to an invoice?"
slug: "what-is-the-process-for-creating-an-estimate-for-a-customer-not-attached-to-an-i"
tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:47:06Z
published: 2026-10-15T03:47:06Z
canonical: "help.servicetitan.com/what-is-the-process-for-creating-an-estimate-for-a-customer-not-attached-to-an-i"
---

> ## 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 creating an estimate for a customer that is not attached to an invoice?

## Problem

Users can encounter issues when trying to add an estimate to a job, receiving error messages like *can't add a non-zero estimate* or issues with technician assignments.

## Solution

There are two ways to create an estimate without attaching it to an invoice:

- From the Customer profile
- From the call Booking screen

### Create an Estimate from the Customer Profile

1. Go to the customer's profile.
2. Click on the **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A21%3A20Z&se=2026-11-09T12%3A21%3A20Z&sr=c&sp=r&sig=HyMAI%2BVdmNOk3nevjv35gnwn2raZzCVIzx3djNUWDeU%3D)icon.
3. Click **Build Estimate.**
4. In the estimate creation screen, enter the name of the estimate. For example, type *Agreement*.
5. Proceed to add the necessary details to your estimate, such as services, prices, and descriptions.

### Create an Estimate from Call Booking

1. From the *Call Booking* screen during the call booking process, Click **Build Estimate**.

> [!NOTE]
> **Note:** If you cannot see this button, Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details.
2. Follow the same steps as creating an estimate from the customer profile and enter the estimate name, services, prices, description, and fill out the **Sold By** field.
3. Add all the required details to complete the estimate.