---
title: "Build and sell estimates in ServiceTitan Mobile"
slug: "build-and-sell-estimates-in-servicetitan-mobile"
updated: 2026-10-15T01:29:30Z
published: 2026-10-15T01:29:30Z
canonical: "help.servicetitan.com/build-and-sell-estimates-in-servicetitan-mobile"
---

> ## 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.

# Build and sell estimates in ServiceTitan Mobile

## Overview

When you're on a job, you can build custom estimates to meet customer needs or use estimate templates pre-built in ServiceTitan for common jobs like fixing a leak. This helps you present multiple estimates to the customer, sell them, collect payment, and complete the job.

---

### 

#### Who uses this feature

- Technicians
- Applies to all business types

#### Feature configuration

- Permission is required to edit Sold estimates. Please contact the account administrator for your team.
- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- If you're presenting an estimate that was included in a proposal template from the office, you see proposal-type labels like good, better, and best.
- You can only add an estimate template to a job if it's included in a proposal template, but you can always build a custom estimate in ServiceTitan Mobile. For more on building proposal templates, see [Proposal templates](/construction/docs/proposal-templates-home).
- Enable the *Template Pricebook Items* feature in **Settings > Operations > Template Pricebook items > Enable Edit in Mobile** for when technicians can't find the pricebook item they need during a job. Add template pricebook items to an estimate or invoice items and edit the price and description of one Template Pricebook item to reflect the non-pricebook item for each service, equipment, and material, regardless of permission to complete the job. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-wv2eiqm0.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
- When the *Edit Material Charge* permission is enabled, you can make the material chargeable or non-chargeable when you add it to an estimate and create estimates without inaccurately charging the customer.

## Build a custom estimate

You can build a custom estimate while on a job to give your customers several options to choose the best estimate for their needs.

> [!NOTE]
> **Note:** Non-managed technicians do not have the ability to create and sell estimates on the mobile, only managed technicians do. For more, see [Managed technicians and non-managed technicians in ServiceTitan Mobile](/construction/docs/managed-technicians-and-non-managed-technicians-in-servicetitan-mobile-1).

To build an estimate:

1. From the dashboard, tap **View Current Job**.
2. Tap **Estimates**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-k1n5t814.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
3. Tap **Add Estimate**.
4. Tap **Select** on the estimate you want to add to the job.
5. Add one or more items to the estimate. As you add items, they appear at the top of the screen.
  1. If your account is configured for it you can link services and materials to an installed piece of equipment by tapping **Select Equipment to Service >** selecting the equipment to link or adding a new piece of equipment **>** tapping **Save**.
6. When finished, tap **Done**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-ue8csmfu.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
7. The *Estimate* screen opens where you can review your estimate. From here, you can:
  1. Tap **Duplicate** to duplicate the estimate.
  2. Tap **Email** to email the estimate and send attachments.
  3. Tap **Print** to print the estimate.
  4. Tap **Materials** to see each material included in the estimate and add materials to the estimate.
  5. From *Attachments*, add attachments, findings, additional items, rebates, and energy savings.

> [!NOTE]
> **Note:** In the **Add Attachments** section, you can add photos, documents, and other media and view all files in one centralized location. These files are available in your email when sending estimates.
8. When finished, tap **Done**.

## Add estimate notes

> [!NOTE]
> **Note:** The notes added in ServiceTitan will be displayed in ServiceTitan Mobile.

You can add internal notes to your estimates to keep track of important information about the estimate. Additionally, you can pin notes to the top.

1. Tap **Estimates**.
2. On the *Estimates* screen, tap the estimate you want.
3. Click **Add Notes**.
4. Click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-3hf2tyi9.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
5. On the window that opens, enter notes.
6. Click **Save**.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-qd7t96xr.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

## Edit and add estimate notes

> [!NOTE]
> **Note:** These are internal notes and won't be sent to the customers. The technician can also view or add notes to estimates.

1. From the dashboard, tap **View Current Job**.
2. Tap **Estimates**.
3. On the *Estimates* screen, tap the estimate you want.
4. Click **Notes**.
5. On the window that opens, add a new note, or click the note to edit it.
6. When finished, tap **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-rrgq85ak.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

## Add estimates from a proposal template

Proposal templates let you add estimates pre-built from estimate templates to a job for commonly performed tasks. To add estimates from a proposal template:

1. From the dashboard, tap **View Current Job**.
2. Tap **Estimates**.
3. Tap **Add Estimate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-h6lhlpaf.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
4. In the *Add Estimate* window that opens, tap **Select** on the proposal template you want to add to the job. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-sj3afk8l.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

> [!TIP]
> **Tip:** Tap a proposal template to see each included estimate template, prices, and labels.

The *Proposal Template* window opens, and you see each estimate included on the proposal template. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-tb1ldyvm.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
5. From *Estimates*, you can:
  1. Add or remove items from an estimate.
  2. Mark an estimate as *Recommended*.
  3. Present and sell an estimate.

## Add or remove items on an estimate

After you build an estimate, you can add or remove items on it to suit the needs and budget of the customer. You can add and remove items on both custom estimates and estimate templates. To add or remove items from an estimate:

> [!NOTE]
> **Note:** When you add a serialized inventory item to an invoice, the system automatically uses the specific cost associated with that serial number. In online mode, only the specific cost will be displayed for the serialized inventory items. For more, see [Add or edit serialized items on invoices](/construction/docs/add-or-edit-serialized-items-on-invoices).

1. From the dashboard, tap **View Current Job**.
2. Tap **Estimates**.
3. Tap on the estimate you want to add or remove items from.
4. On the estimate screen that opens, you can:
  1. Tap **Add items** to add more items from your pricebook to the estimate.
  2. Tap **Remove** to remove the item from the estimate.
  3. Tap **Replace** to replace the item with another item from your pricebook. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-15iz8e4q.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)
5. When finished, tap **Done**. The estimate updates with your changes.

## Mark an estimate as Recommended

When you present estimates to customers, they see each estimate, its price, and potential savings if they have a membership with you. You can mark one or more estimates as *Recommended*, increasing the likelihood that the customer purchases it.

To mark an estimate as Recommended:

1. From the dashboard, tap **View Current Job**.
2. Tap **Estimates**.
3. Select **Recommend** for each estimate you want to mark as *Recommended*. You can select more than one. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-8mrvl4og.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

## Present and sell an estimate

After you add an estimate template or build a custom estimate, you can present each estimate option to the customer and sell the estimate. Note that each estimate in Estimates is presented at the same time. To present and sell an estimate:

1. From the dashboard, tap **View Current Job**.
2. Tap **Estimates**.
3. Tap **Present**. *Presentation Mode* opens with each estimate shown.
4. When the customer selects the best estimate for their needs, tap **View Estimate** on the estimate.
5. Ask the customer to sign the Customer Authorization, and then tap **Sign/Accept**.

> [!NOTE]
> **Note:** If no signatures are collected on the invoice, the authorization and acknowledgment paragraphs won't appear on the invoice when printed.

> [!TIP]
> **Tip:** You can also present and sell estimates without coming into physical contact with the customer. For more, see [Use the Contactless Experience](/construction/docs/use-the-contactless-experience-in-servicetitan-mobile).
6. Select which estimates you want to send.
7. If you're going to complete the work now, tap **Yes**. If you plan to leave the job site and the work will be completed later, tap **No**. When finished, tap **Apply**.
8. On the Invoice window that opens, depending on the job type, you may need to collect signatures and equipment details. Tap each to complete the required fields.
9. Tap **Closeout**.
10. Tap **Complete the job**.
11. When finished, tap **Closeout**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-sell-estimates-in-servicetitan-mobile-image-0gh2lwxw.gif?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A24Z&se=2026-10-31T00%3A47%3A24Z&sr=c&sp=r&sig=YWL9esgNq3ITFDeWUOC%2FsXNSVF3R99NT0XS5rKRsSNE%3D)

## FAQ

---

### 

#### How do technicians use proposal templates in ServiceTitan Mobile?

Proposal templates allow technicians to quickly offer prebuilt good/better/best estimate options. When a technician taps **Add Estimate** in ServiceTitan Mobile, they can select from a list of available proposal templates. For more, see [Add estimates from a proposal template.](/construction/docs/build-and-sell-estimates-in-servicetitan-mobile)

#### Can technicians edit estimates included in a proposal template?

Yes. When a technician selects a proposal template, they can add and remove items on the estimates. Changes made to estimates do not affect the estimate templates they are based on.

#### I tapped Perform work now by accident. What do I do?

If you tap **Perform work now** by accident, do *not* delete items from the invoice. If you delete items, there is no record of the work that still needs to be booked.

Instead, call the office. An employee can [resolve the booking](/construction/docs/what-to-do-if-a-technician-taps-perform-work-now-by-accident) without losing estimate details.

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Managing Estimate and Proposal Templates](https://servicetitan.docebosaas.com/academy/learn/learning-plans/61/Managing-Estimate-and-Proposal-Templates)
- See [ServiceTitan Mobile cheat sheet](https://help.servicetitan.com/v1/docs/servicetitan-mobile-cheat-sheet)

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)