--- title: "Look up estimates" slug: "look-up-estimates" updated: 2026-10-15T00:35:00Z published: 2026-10-15T00:35:00Z canonical: "help.servicetitan.com/look-up-estimates" --- > ## 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. # Look up estimates ## Overview In ServiceTitan, you can look up estimates in a few different ways, depending on what you need to do. You can quickly find and review estimates to follow up on open opportunities. You can also access Sold estimates to book jobs or check details. This helps you stay organized and keep work moving without switching between tools. --- ### #### Who uses this feature - Administrators and managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Use the Follow Up screen to view estimates 1. From the navigation bar, click **Follow Up.** 2. From the menu, click **Unsold Estimates** to filter and view unsold estimates or click **Sold Estimates** to filter and view estimates that are already sold to your customers.![User interface displaying unsold estimates and follow-up options for job management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/look-up-estimates-image-xtxlsv2s.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A44Z&se=2026-10-31T01%3A41%3A44Z&sr=c&sp=r&sig=fkcW5hle9dMi5I6gpl5GGHRFibKWd43Ul41nzYtFcbM%3D) ## Search for estimates 1. Go to the top toolbar and click **Search ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/look-up-estimates-image-ftvrcude.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A44Z&se=2026-10-31T01%3A41%3A44Z&sr=c&sp=r&sig=fkcW5hle9dMi5I6gpl5GGHRFibKWd43Ul41nzYtFcbM%3D)**. 2. On the *Search* screen that opens, click the **Search** dropdown and select **Estimate**. ![Dropdown menu showing options including Customer and Estimate for search functionality.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/look-up-estimates-image-2nolofi5.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A44Z&se=2026-10-31T01%3A41%3A44Z&sr=c&sp=r&sig=fkcW5hle9dMi5I6gpl5GGHRFibKWd43Ul41nzYtFcbM%3D) 3. Enter any information about the estimate you are looking for in the *Filters* then click **Search ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/look-up-estimates-image-7ofciu77.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A44Z&se=2026-10-31T01%3A41%3A44Z&sr=c&sp=r&sig=fkcW5hle9dMi5I6gpl5GGHRFibKWd43Ul41nzYtFcbM%3D)**. > [!NOTE] > **Note:** If you do not have information on the estimate you want, you can perform a search with the filter fields empty to call up all of your estimates. ## Run the Opportunity and Estimate Follow Up Report You can [run](/construction/docs/run-filter-and-export-reports) or [schedule](/construction/docs/schedule-legacy-reports) the **Opportunity and Estimate Follow Up Report**. This report provides a detailed breakdown of all of your estimates, and which estimates require follow-up. You may click into any opportunity, estimate, or Customer Record directly from the report. To find the report: 1. Go to the navigation bar and click **Reports**. The *All Reports* screen opens displaying reports on cards in a grid. 2. In the search type *Opportunity and Estimate Follow Up Report* and select it. 3. From the report page, click **Run Report.** ### Common uses for this report - See unsold estimates that might not be visible on the Follow Up screen. - Follow up on recommended estimates - See if there are any recommended estimates that remain open / unsold. ## View estimates on the customer or location record From customer and Location Records, go to the **Opportunities & Estimates** section. This section lists all estimates created for that customer or location. You can see the total, status, and sold by credit for each estimate. To find estimates on the customer or location profile: 1. Go to the top toolbar and click **Search** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A44Z&se=2026-10-31T01%3A41%3A44Z&sr=c&sp=r&sig=fkcW5hle9dMi5I6gpl5GGHRFibKWd43Ul41nzYtFcbM%3D). 2. On the *Search* screen that opens, from the dropdown select **Customer** or **Location** and click **Search** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-search.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A44Z&se=2026-10-31T01%3A41%3A44Z&sr=c&sp=r&sig=fkcW5hle9dMi5I6gpl5GGHRFibKWd43Ul41nzYtFcbM%3D). 3. From the customer/location profile, go to the **Opportunities & Estimates** section and see the list of the estimates.![Customer opportunities and estimates overview for Emily Clark, including various water heater options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/look-up-estimates-image-jle3elvr.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A44Z&se=2026-10-31T01%3A41%3A44Z&sr=c&sp=r&sig=fkcW5hle9dMi5I6gpl5GGHRFibKWd43Ul41nzYtFcbM%3D) ## Want to learn more? - See [Follow up on opportunities](/construction/docs/follow-up-on-opportunities-1) - See [Create and edit estimate proposal templates](/construction/docs/create-and-edit-estimate-proposal-templates) 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) 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) 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)