---
title: "How Can You Be Notified When a Customer Accepts an Estimate?"
slug: "how-can-you-be-notified-when-a-customer-accepts-an-estimate"
updated: 2026-10-15T00:37:16Z
published: 2026-10-15T00:37:16Z
canonical: "help.servicetitan.com/how-can-you-be-notified-when-a-customer-accepts-an-estimate"
---

> ## 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.

# How Can You Be Notified When a Customer Accepts an Estimate?

## Problem

When a tech creates estimate options for a customer, how can you be notified if the customer decides to proceed with one of the options?

## Solution

### Create a sold Estimate Alert

To be notified when a customer accepts an estimate, follow these steps:

1. Go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-you-be-notified-when-a-customer-accepts-an-estimate-image-hhw6d408.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A56Z&se=2026-10-31T03%3A38%3A56Z&sr=c&sp=r&sig=t5zNPzB%2BGaZM4ZI923JlJu4ADCoAukk427%2B22oOMEQg%3D)**.
2. Click on the **Integrations** section.
3. Click **Alerts**.
4. Click **Add**.
5. For *Type*, select **Sold estimate**.
6. Configure the alert to notify you through email, SMS, or both when an estimate is sold.
7. Additionally you are able to configure Alerts specific for Online Estimates. You can set alert for when a customer views or accepts an online estimate.

This setup ensures that you will be promptly informed about customer actions regarding estimates. See [Use alerts](/v1/docs/use-alerts) for more information.

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)

Targeted text message campaigns sent to customer segments through Marketing Pro.

**What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers.

**Also called:** Text marketing, SMS marketing

**Tags:** Marketing Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Text Campaigns