--- title: "Create estimates and purchase orders not connected to a job" slug: "create-estimates-and-purchase-orders-not-connected-to-a-job" updated: 2026-10-15T00:50:55Z published: 2026-10-15T00:50:55Z canonical: "help.servicetitan.com/create-estimates-and-purchase-orders-not-connected-to-a-job" --- > ## 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. # Create estimates and purchase orders not connected to a job ## Problem You need to create estimates or purchase orders from the office that are not tied to a specific job. For example: - Building a proposal for a customer before scheduling a service visit - Ordering truck stock, warehouse inventory, or office supplies that aren't related to a particular job or customer ## Solution Before you start: - An estimate created without a job is still tied to a customer and Location Record. You start from the customer or location profile and not from a job. - Once the estimate is sold, it can generate a new job and invoice automatically. - A purchase order (PO) created without a job follows the same lifecycle as any other PO: send to vendor, receive, create a bill, and Batch/export. It appears in your Purchase Orders list alongside job-connected POs. - The navigation bar shows either **Inventory** or **Purchasing**, depending on which module is enabled on your account. From there, select **Purchase Orders**. If you do not see either option, the module may not be enabled on your account, or your user profile may not have the *Access Purchasing/Inventory Module* permission. Contact your administrator or [Technical Support](http://go.servicetitan.com/ask) for help. ### Create an estimate not connected to a job 1. Search for and open the customer or location record. 2. On the Customer Record, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A16Z&se=2026-10-31T01%3A43%3A16Z&sr=c&sp=r&sig=6HtegEMo0xNhL1zfLah9HCvCIi9LIFWcgaH8PeEb6n4%3D)**>** **Build Estimate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-and-purchase-orders-not-connected-to-a-job-image-oy0wvp14.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A16Z&se=2026-10-31T01%3A43%3A16Z&sr=c&sp=r&sig=6HtegEMo0xNhL1zfLah9HCvCIi9LIFWcgaH8PeEb6n4%3D) 3. Alternatively, on the location record, scroll to the Opportunities and Estimates section and click **Build Estimate**. 4. On the estimate screen, enter the details: - **Name:** Enter a name to identify the estimate. - **Business Unit:** Select the business unit the estimate should report under. - **Summary (optional):** Add a description that prints on the customer's view. 5. Add services, materials, and equipment to the estimate from your pricebook or from a proposal template. 6. When finished, click **Create**. After the estimate is created, you can present it to the customer, send it online for review, or sell it. Selling the estimate generates invoice items and can create a new job depending on the sold type (Perform Now or Perform Later). For more on estimate workflows, see [Overview of estimates](/construction/docs/estimates-and-sales-home#key-workflows). ### Create a purchase order not connected to a job 1. In the navigation bar, go to **Inventory** or **Purchasing**, then select **Purchase Orders**. > [!NOTE] > **Note:** Your navigation bar shows **Inventory** if the Inventory module is enabled, or **Purchasing** if only the Purchasing module is enabled. If you do not see either option, verify that the *Access Purchasing/Inventory Module* permission is enabled for your user profile, or contact [Technical Support](http://go.servicetitan.com/ask) to enable the module on your account. 2. Click **Create New**. 3. Leave the **Job #** field blank. 4. Select a **Vendor** and a **Ship To** warehouse or location. 5. Add the items you need to order. 6. When finished, click **Save** or **Send** to transmit the PO to the vendor. ![Purchase order form highlighting job number and technician details for electrical service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/po-no-job.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A16Z&se=2026-10-31T01%3A43%3A16Z&sr=c&sp=r&sig=6HtegEMo0xNhL1zfLah9HCvCIi9LIFWcgaH8PeEb6n4%3D) The PO follows the standard purchasing workflow: after the vendor ships the items, receive them against the PO, create a bill, and then batch and export to your accounting software. For more on PO workflows, see [Purchase order workflows](/construction/docs/purchasing-module-home#key-workflows). A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)