Overview
After you create and add your estimates in ServiceTitan, manage estimates and estimate notes to customize your workflow based on your business. Explore how to seamlessly email and duplicate them to streamline operations and drive productivity.
Who uses this feature
CSRs and Office employees
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Export an estimate
If you create an estimate with 100 items or more, we recommend you export the estimate to an XLSX template. This helps you save time because you can make bulk updates to the estimates and import them back to ServiceTitan. To export an estimate template:
Using Search, find and open the estimate you want to export.
In the Costing tab, click on the Actions dropdown.
Select Export as Template.
An XLSX version of your estimate downloads to your device. Also, you can export the item list as a .CSV file.
Make changes as needed.
Tip: To remove an existing item, enter 0 in the Active field for that item. To edit an existing item on the estimate, the item must have an ID assigned from ServiceTitan in the ID column of the XLSX template.
From the Actions dropdown, select Import from Template.
Select the updated estimate XLSX file from your device and upload it.
Email an estimate
To email an estimate to your customer:
Click Email
.In the Email Estimate form that opens, complete the form.
In the Email all estimates at once section, you can see the list of estimates in an opportunity and select specific estimates to email customers.
Note: The estimate that the Email screen is opening from is selected by default.
Click Attach Files to attach documents and media to estimates.
When finished, click Send.
Duplicate an estimate
To duplicate an estimate:
From the Estimate page, click Duplicate
.From the verification pop-up message, click Yes to confirm.
On the Estimate page, you can also create new estimate items. For more information, see Sell estimates in ServiceTitan.
Manage estimate notes
You can add internal notes to your estimates to keep track of important information about the estimate. Additionally, you can pin notes to the top.
On the Estimates screen, click Notes.
Enter your notes.
Click Save.
Note: These are internal notes and won't be sent to the customers. Technician can also view or add notes to estimates.
FAQ
Why can't I see estimates created by other employees?
If you can't see estimates created by other employees, the Estimate Restriction feature is likely enabled, and your role may not have the required permission to view other users' estimates.
Note: The permission is disabled by default for every role.
When the Allow Estimates visibility permission is disabled for your role:
You can only see and interact with estimates that you created.
You won't see other users' estimates or opportunities.
If another user has already created an estimate under a job:
The Add Estimate button will be inactive.
Hovering over the button displays a tooltip: "You cannot add an estimate to this job because estimates have already been created."
If you believe you should have access, contact your Administrator to review your role permissions and confirm that Allow Estimates Visibility is enabled.
How can I restrict estimate visibility for employees?
You can restrict employees from seeing estimates created by others by enabling the Estimate Restriction feature and configuring role permissions.
To set this up:
Request to enable feature: Reach out to your CSM or Onboarding Manager to request activation of the Enable Estimate Restriction feature for your account.
Note: This feature works only if CRM is enabled for the tenant.
Update role permissions: Go to the role permissions and disable the Allow Estimates visibility permission. When disabled, users can only see and interact with estimates they created.
After setup:
Users won't see other employees' estimates across Jobs, Projects, Customers, Locations, and Follow-ups.
They won't be able to add estimates to jobs that already contain estimates created by another user.
How do I edit the Sold by technician on an invoice?
Edit the Sold By field on the job to assign it to a technician on the job invoice. To edit the Sold by field:
Use the Search screen to navigate to the job.
Click the Edit icon.
Use the Sold by dropdown to select the technician you want to be listed as the Sold by on the invoice.
When finished, click Save. The new Sold by technician appears on the invoice.
How to prevent technicians from deleting the estimate?
Go to the navigation bar and click Settings
.In the side panel, click Employees.
Select the technician profile you want to edit.
Select the Permissions tab.
Adjust the permissions to limit the ability to delete estimates. For example, enable the View estimate permission.