Enhance your workflow by customizing estimate email templates with your business details and adding links for online review and approval. Additionally, enable email and text notifications to stay updated when customers buy, sign, or view estimates.

Step 1: Customize estimate email template — Boost your brand by customizing your estimate email templates with information specific to your business. Go to Settings > Invoicing > Email, click the Estimate tab, make your changes, then click Save. For more details, see Customize email templates.

Step 2: Set up estimate alerts — Set up email and text notifications to receive an alert when an estimate is sold or when an Online Estimate is signed or viewed by a customer. Go to Settings > Integrations > Alerts, click Add, select the alert type (Sold Estimate, Customer Viewed Online Estimate, or Customer Signed Online Estimate), choose your delivery method and recipients, then click Save. For more details, see Use alerts.

Required permissions

Office employees

Office employees should have the following permissions to manage Estimates:

• View estimate
• Edit estimate
• Sell/unsell estimate
• Edit service price
• Edit material price
• Edit Material Charge
• Edit equipment price

Technicians

Give technicians the required permissions to view and edit estimates and also have access to the follow-up tab:

• Mark estimate as recommended
• Access follow-ups
• Edit estimates in follow-up
• Make estimate name required
• Edit service price
• Edit material price
• Edit Material Charge
• Edit equipment price
• Print Estimate
• View/Edit Proposals

Advanced setup

Optimize the estimate feature by enabling the online estimate feature and booking estimates directly when booking a job. These features help streamline the estimate process, offer more flexibility to your customers, and increase the sold estimates.

Note: To enable these features, account configuration is required. Please contact your Customer Success Manager (CSM) or Technical Support for details.

Enable estimate preference

This feature allows office employees to create an Estimate from the office, which can either be sold from the office or attached to a new job you're looking for a technician to go out on. For more details, see Set up estimate creation when booking a job.

Use Online Estimates

Use the Online Estimates feature and add a link to customer emails which lets them review and approve their estimates in the customer portal. For more details, see Use Online Estimates for a contactless experience.

Yes. There are two main ways to start an estimate from the office based on whether a site visit is required to gather information for the estimate or not. For a step-by-step guide, read Start an estimate from the office.

Yes, estimates created from the office are immediately available in ServiceTitan Mobile. Note: You can create estimates if a job is in progress or if a job is scheduled and not yet dispatched.

The job audit trail lists all estimate actions including creation date, item edits, who performed each action, and much more. You can view the audit trail at the bottom of the job record.

If the managed technician sells an estimate on the job and selects the Perform Work Now option, the same technician will Perform Work Later in ServiceTitan and the Sold By field won't be auto populated with the name of the technician who sold the estimate. If you want the Sold By field to be auto populated when you select the Perform Work Now option, contact Technical support to enable the feature.

When the job is booked from ServiceTitan and the managed technician is marked as Sold By for the estimate, the Sold By field isn't auto-populated on the Edit Job screen. You need to manually fill out the Sold By field in the Job section. Note: The Sold By field auto-populates for each item if the user adds it to the invoice or estimate.

When you sell an estimate from the office, you are asked who sold the estimate. Both technicians and office employees can receive Sold by credit. The name of the person who created the estimate is selected by default. Make sure to assign Sold by credit according to your office procedures.