--- title: "Estimate workflows in ServiceTitan and ServiceTitan Mobile" slug: "estimate-workflows-in-servicetitan-and-servicetitan-mobile" updated: 2026-10-15T00:34:18Z published: 2026-10-15T00:34:18Z canonical: "help.servicetitan.com/estimate-workflows-in-servicetitan-and-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. # Estimate workflows in ServiceTitan and ServiceTitan Mobile ## Overview This article contains some of the most common estimate workflows in ServiceTitan and ServiceTitan Mobile. --- ### #### Who uses this feature - Office employees and technicians - Applies to all business types ## Things to know - After a customer has signed an estimate, their signature cannot be removed after the items have been invoiced. To undo the signature, you should recreate the estimate to have an identical one without the signature. - If you want to change the **Follow Up On** date field, edit the estimate, go to the *Price Details* section, and edit the field. ## The three basic estimate workflows in ServiceTitan Mobile The three basic estimate workflows that technicians will perform in ServiceTitan Mobile are: - [Selling an estimate and performing the work immediately](/construction/docs/estimate-workflows-in-servicetitan-and-servicetitan-mobile#an-estimate-is-sold-and-the-technician-performs-the-work-immediately) - [Selling an estimate and returning later to do the work](/construction/docs/estimate-workflows-in-servicetitan-and-servicetitan-mobile#an-estimate-is-sold-work-will-be-scheduled-later) - [Not selling an estimate immediately but following up later](/construction/docs/estimate-workflows-in-servicetitan-and-servicetitan-mobile#no-estimate-is-sold-customer-wants-you-to-follow-up) ## An estimate is sold and the technician performs the work immediately 1. The technician taps **Estimates** from the *Job Screen* and [builds an estimate.](/construction/docs/build-and-sell-estimates-in-servicetitan-mobile) 2. Taps **Present** to show the estimate to the customer. 3. The customer agrees to the work. 4. Taps **Sign/Accept** and has the customer sign. 5. The technician taps **Yes** **I have the items to do the work**. The Sold estimate items are added to the job invoice. 6. The technician completes the work and [closes out the job](/construction/docs/close-out-appointments-in-servicetitan-mobile). ## An estimate is sold, work will be scheduled later 1. Technician taps **Estimates** from the *Job Screen* and [builds an estimate.](/construction/docs/build-and-sell-estimates-in-servicetitan-mobile) 2. Taps **Present** to show the estimate to the customer. 3. The customer agrees to the work. 4. Tap **Sign/Accept** to have the customer sign. 5. The technician taps **No,** **Work will be done later.** 6. The office uses the *Sold Estimates* tab on the ***Follow Up*** screen to [book the job](/construction/docs/follow-up-on-opportunities-1). > [!NOTE] > **Note:** When selecting No, the sold estimate items are not added to the current job invoice. ## No estimate is sold, customer wants you to follow up 1. Technician taps **Estimates** from the *Job Screen* and [builds an estimate.](/construction/docs/build-and-sell-estimates-in-servicetitan-mobile) 2. Taps **Present** to show the estimate to the customer. 3. The customer needs more time. No estimate is sold. 4. The technician closes out the current appointment. 5. The office can use the *Opportunities* tab on the *Follow Up* screen to follow up with the customer and [sell the estimate](/construction/docs/follow-up-on-opportunities-1). ## Following up on estimates from the office Click **Follow Up** to book sold and unsold estimates. Below is a quick overview of both workflows: ### Follow up on sold estimates 1. Click the *Sold Estimates* tab on the *Follow Up* screen. 2. Click on a sold estimate to go to the estimate screen. The customer's contact information is there, making it easy to call or email. 3. If you aren't able to reach the customer, make sure to log the follow-up. 1. On the estimate screen, click **View Opportunity**. ![Estimate details including service and billing locations, with a call to view opportunity.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimate-workflows-in-servicetitan-and-servicetitan-mobile-image-el8cmz8o.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A59Z&se=2026-10-31T02%3A37%3A59Z&sr=c&sp=r&sig=9DQm1drHS9gYF8dlANo%2F%2BGlHZBxZJeX%2BLOXW%2B9fdT8k%3D) 2. Click **Log a follow-up**. ![Log of estimates created by Shane, including follow-up options and attachments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimate-workflows-in-servicetitan-and-servicetitan-mobile-image-v0rr6gu8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A59Z&se=2026-10-31T02%3A37%3A59Z&sr=c&sp=r&sig=9DQm1drHS9gYF8dlANo%2F%2BGlHZBxZJeX%2BLOXW%2B9fdT8k%3D) 3. The log options open. You can click the **Log Templates** dropdown to add pre-written notes or enter your own in the **Notes** field. 4. Click the **Change appointment date** field to set your next follow up date. 5. Select **Copy to Customer Notes.** 6. Select **Copy to Location Notes**. 7. When finished, click **Save**. 4. To book the job, select the items to include then click **Initiate** **Booking**. 1. When you book a job for a sold estimate, you can select all items, or you can select specific items if the customer wants to Split the work up into multiple jobs. ![Estimate details for replacing expansion tank and pressure relief valve at specified locations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimate-workflows-in-servicetitan-and-servicetitan-mobile-image-ea0rg463.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A59Z&se=2026-10-31T02%3A37%3A59Z&sr=c&sp=r&sig=9DQm1drHS9gYF8dlANo%2F%2BGlHZBxZJeX%2BLOXW%2B9fdT8k%3D) ### Follow up on unsold estimates 1. Use the *Unsold Estimates* tab on the *Follow Up* screen. 2. Click **Unsold Estimate**, this takes you to **Opportunity Follow Up**. 3. On the **Opportunity Follow-Up** screen, you can: 1. Click **Call the Customer**, **Log a follow up** or **Upload an attachment** at the bottom of the screen. ![Customer interactions logged, including estimates and follow-up actions by Jacob O.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimate-workflows-in-servicetitan-and-servicetitan-mobile-image-wlb5h2eh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A59Z&se=2026-10-31T02%3A37%3A59Z&sr=c&sp=r&sig=9DQm1drHS9gYF8dlANo%2F%2BGlHZBxZJeX%2BLOXW%2B9fdT8k%3D) 2. View estimate details, so you can talk to the customer about the proposal. 3. Click the **Edit** to make changes. ![Details of an item including amount, status, and seller information with edit option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimate-workflows-in-servicetitan-and-servicetitan-mobile-image-1gat4gcf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A59Z&se=2026-10-31T02%3A37%3A59Z&sr=c&sp=r&sig=9DQm1drHS9gYF8dlANo%2F%2BGlHZBxZJeX%2BLOXW%2B9fdT8k%3D) 4. Click **Sold/Convert** when the customer says yes and assign credit to whoever sold the estimate. ![Interface showing an estimate with options to sell or convert, and user details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimate-workflows-in-servicetitan-and-servicetitan-mobile-image-pd55rt4d.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A59Z&se=2026-10-31T02%3A37%3A59Z&sr=c&sp=r&sig=9DQm1drHS9gYF8dlANo%2F%2BGlHZBxZJeX%2BLOXW%2B9fdT8k%3D) 4. When you sell an estimate, you can book the job. 5. If the customer says yes but isn't ready to schedule the job yet, the sold estimate will be available on the *Sold Estimates* tab to schedule later. ## Add an estimate to a project Add estimates from customer and Location Records to projects. 1. Open an estimate and using the **Actions** dropdown select **Add to Project**. 2. Choose whether to create a new project or select a project that already exists. ![Estimate document showing service and billing locations for air installation project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimate-workflows-in-servicetitan-and-servicetitan-mobile-image-lioqviwa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A59Z&se=2026-10-31T02%3A37%3A59Z&sr=c&sp=r&sig=9DQm1drHS9gYF8dlANo%2F%2BGlHZBxZJeX%2BLOXW%2B9fdT8k%3D) The estimate is now found in the *Estimates* section of the project. ## FAQ --- ### #### What do you do if a sales technician sells a job and can immediately do the installation? [Create an estimate](/construction/docs/estimate-workflows-in-servicetitan-and-servicetitan-mobile) and choose to perform the work now. When the installation is done, complete the job. ## Want to learn more? - See [What to do if a technician taps "Perform work now" by accident](/construction/docs/what-to-do-if-a-technician-taps-perform-work-now-by-accident) 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) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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)