--- title: "Estimating & Pre-Construction" slug: "estimating-preconstruction" updated: 2026-05-14T04:54:00Z published: 2026-05-14T04:54:08Z canonical: "help.servicetitan.com/estimating-preconstruction" stale: true --- > ## 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. # Estimating & Pre-Construction

View:By Business OutcomesBy Workflow

Jump to:Win customers Schedule and dispatch efficiently Control scope and manage risk Run your business smoothly

Win customers

Attract leads, build your brand, and convert opportunities into booked jobs.

Attract & Engage Customers

Generate demand and awareness through strategic marketing campaigns and channels.

Capture & Convert Leads

Capture, qualify, and nurture leads to convert them into service opportunities.

Contract Creation / Estimating

Develop accurate project estimates and create comprehensive service contracts.

Schedule and dispatch efficiently

Book efficiently, plan your capacity, and arrive at every job prepared.

Plan Your Team's Capacity

Optimize resource allocation and scheduling to maximize efficiency and customer satisfaction.

Manage Parts & Purchase Orders

Source materials, manage inventory, and prepare equipment for projects.

Mobilize Your Project Team

Prepare and deploy resources to project sites for work commencement.

Control scope and manage risk

Manage scope changes, vendors, and compliance to keep projects on track.

Manage Vendors & Subcontractors

Coordinate and manage relationships with subcontractors and vendors.

Stay Compliant with Permits & Regulations

Obtain necessary permits and ensure regulatory compliance for project work.

Run your business smoothly

Configure your system, manage users, and keep operations running smoothly.

Configure & Manage Your Account

Handle administrative tasks and operational support functions for the business.

Pre-Work

Preparation and planning before service execution

Attract & Engage Customers

Generate demand and awareness through marketing campaigns.

Capture & Convert Leads

Capture, qualify, and nurture leads.

Contract Creation / Estimating

Develop accurate project estimates and create service contracts.

Plan Your Team's Capacity

Optimize resource allocation and scheduling.

Manage Vendors & Subcontractors

Coordinate and manage subcontractors and vendors.

Manage Parts & Purchase Orders

Source materials, manage inventory, and prepare equipment.

Stay Compliant with Permits & Regulations

Obtain necessary permits and ensure regulatory compliance.

Mobilize Your Project Team

Prepare and deploy resources to project sites.

Configure & Manage Your Account

Handle administrative tasks and operational support.