a. From the office, go to Pricebook > Templates > Proposal Templates. Create proposal types (Good, Better, Best) and group estimate templates into each tier.
b. Build each tier with different service levels, materials, or equipment upgrades. Name each option clearly so the customer understands the value difference.
c. Open the customer record or active job. Click Job Actions > Add an Estimate.
d. Add items from your pricebook — services, materials, and equipment. Adjust quantities and pricing as needed.
e. Review the estimate total, add any notes or terms, and click Save.
There are two main locations where you can start creating estimates, depending on how you manage your projects.
a. This workflow is beneficial if you usually estimate inside ServiceTitan, and all the data concerning the bid is right in your account. Create an estimate from a customer or location record. Open the location record > click the three dots on the right, and select Build estimate. In the pop-up, select a business unit and optionally choose a category, document, or proposal template.
b. This workflow is generally used when estimating outside ServiceTitan and importing data only after the estimate is accepted. Open the project, click Actions > Build estimate, select a business unit, and click Build estimate. Complete the estimate details.
⚠︎ This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist.
Start the estimate from the opportunity to manage all pre-sales and sales workflows in one place.
a. Create an opportunity. Go to CRM > Opportunities and click Create Opportunity. Fill in the opportunity name and Project pipeline, plus any optional fields like customer, location, ballpark value, and dates. Click Save.
⚠︎ If you create a project from a customer or location record and build an estimate, an opportunity is automatically created in the Purpose stage with links to the project and estimate.
b. Add an estimate to the opportunity. Open the opportunity and click + Add Estimate. Once created, the estimate appears under Quotes, and the opportunity automatically moves to the Propose stage.
There are three main ways to build and manage estimates.
a.Create a project estimate using a template. This saves you time so you don't have to create an estimate from scratch each time. Export an existing estimate to use as a template via Actions > Export as Template. Open it, make the changes, and then save it. To upload, go to Actions > Import from Template on the estimate screen.
b.Create a rough project estimate. Used for long-term or large-scale projects to set a budget and track revenue and expenses, without specifying exact materials or equipment. Open the estimate, select items to add, and edit budget codes as needed via the three dots > Edit. For better financial tracking, set up Budget Codes in Settings > Work Breakdown Structure.
c.Create a line item estimate. Used for equipment changeouts, short-term projects, and track home builds where exact services, materials, and equipment are known and available in your Pricebook. Open the estimate, select items from your Pricebook, and click Add.
a. From the office, open the estimate and click Email Estimate.
b. Adjust the details such as customer contact information or mail message and click Send. The customer receives an email with an online estimate link.
c. Customers can review, approve, and sign online. You receive a notification when they view or sign the estimate.
a.Sell an estimate from the Estimate page. On the estimate page, click Sold / Convert, select the employee, and click Apply. If the estimate is not tied to any job or project yet, you can start the project creation process from the estimate page.
b.Sell an estimate from ST CRM. Open the opportunity, click + Add Project, verify the project value and Sold By, then click Sell & Add Project. The opportunity moves to Closed Won.
⚠︎ The ST CRM sell flow is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist.
a. Go to Pricebook > Categories. Create categories and subcategories to organize services, materials, and equipment.
b. Assign business units to categories to control which items technicians see in the field based on their trade or team. Use the Hide in Mobile toggle on categories to keep office-only items out of the technician's view.
a. Go to Pricebook and click +Add Service, +Add Material, or +Add Equipment.
b. Enter the code, name, description, and pricing. Attach images, videos, and recommendations to help technicians present items effectively.
⚠︎ Items without a category are NOT visible in the Mobile app (except materials). Always assign items to at least one category.
a. In Pricebook, toggle on Edit Mode. Select the items you want to update using the checkboxes.
b. Click any editable column header to bulk set, increase, or decrease values: prices, sold hours, categories, images, and more.
a. Go to Pricebook > Pricing Builder > Client Specific Pricing. Create a rate sheet defining labor rates, material and equipment markups, and fees for a specific customer.
b. Assign the rate sheet to a customer, service location, or project. Pricing applies automatically on estimates and invoices without duplicating pricebook items.
⚠︎ Client specific pricing is a Time & Material pricing engine (labor hours + materials at negotiated rates), while Dynamic Pricing is flat-rate. Do not assign a client specific pricing rate sheet to a customer who should receive flat-rate dynamic pricing.
a. When adding or editing a pricebook item, assign the appropriate General Ledger Account (or Income Account for QuickBooks Desktop).
b. Use bulk edit to assign GL accounts across multiple items at once. This ensures revenue is credited to the correct accounts in your accounting system.
a. Check that the item is Active in the pricebook and assigned to at least one Category. Services and equipment without a category won't appear in mobile.
b. Verify the technician's Business Unit assignment matches the business unit restriction on the pricebook category.
c. If the item still doesn't appear, check that the category is not marked Hide in Mobile.
a. Check if Dynamic Pricing is enabled for the service items on the estimate. Dynamic pricing calculates from rules and actual costs, not the static pricebook price.
b. Verify whether a Client-Specific Pricing rate sheet is applied. Client specific pricing overrides Dynamic Pricing when active.
c. Review any membership discounts, add-on pricing, or after-hours modifiers that may be affecting the total. Note: after-hours modifiers apply to invoices only, not estimates.
a. The configurable material only triggers on the Estimate screen. If a technician skips straight to the invoice, configurable materials do not work.
b. Ensure the technician builds an Estimate first, then adds the service linked to the configurable material.
⚠︎ Configurable material workflows are not supported on the Invoice page. Technicians must build an Estimate first for it to trigger.