What is the process for creating an estimate for a specific location without it being linked to a job or having to book a job?

Problem

Users need to create estimates for locations before booking jobs.

Solution

Confirm Your Settings and Build the Estimate

1. Open ServiceTitan.

2. Go to the call booking screen.

3. Look for the option to Build Estimate. If you do not see the Build Estimate option, contact your administrator and see Set up estimate creation when booking a job.

4. Return to the Call Booking screen and enter a Service Location.

5. Click Build Estimate.

6. Follow the prompts to complete your estimate.

This process lets you create an estimate for a customer which can either be sold from the office or attached to a new job you're booking for a technician to go out on. If you need to sell the estimate later, see How to convert an estimate that is not linked to a job into a Sold estimate.