--- title: "Manage estimates in ServiceTitan" slug: "manage-estimates-in-servicetitan" updated: 2026-10-15T00:34:37Z published: 2026-10-15T00:34:37Z canonical: "help.servicetitan.com/manage-estimates-in-servicetitan" --- > ## 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. # Manage estimates in ServiceTitan ## Overview After you [create and add your estimates](/construction/docs/add-and-edit-estimates-in-servicetitan) 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](http://go.servicetitan.com/ask) 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: 1. Using [Search](/construction/docs/use-search-in-servicetitan), find and open the estimate you want to export. 2. In the *Costing* tab, click on the **Actions** dropdown. 3. Select **Export as Template**. ![Menu options for exporting a template and viewing cost details in a financial application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimates-in-servicetitan-image-6tmncic9.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D) 1. An XLSX version of your estimate downloads to your device. Also, you can export the item list as a .CSV file. 4. Make changes as needed. > [!TIP] > **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. 5. From the **Actions** dropdown, select **Import from Template**. 6. Select the updated estimate XLSX file from your device and upload it. ## Email an estimate To email an estimate to your customer: 1. Click **Email** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D). 2. In the *Email Estimate* form that opens, complete the form. ![Email estimate showing HVAC replacement details and total costs for the client.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimates-in-servicetitan-image-fk6aratu.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D) 3. 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] > **Note:** The estimate that the Email screen is opening from is selected by default. 4. Click **Attach Files** to attach documents and media to estimates. 5. When finished, click **Send**. ![Emailing estimates for HVAC replacement with attached files and options to include PDFs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimates-in-servicetitan-image-k26yu2ap.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D) ## Duplicate an estimate To duplicate an estimate: 1. From the Estimate page, click **Duplicate** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-content-copy.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D). 2. 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](/construction/docs/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. 1. On the *Estimates* screen, click **Notes**. 2. Enter your notes. 3. Click **Save**. ![Estimate details including service and billing locations, with notes section highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-estimates-in-servicetitan-image-f5hodm29.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D) > [!NOTE] > **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] > **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: 1. **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] > **Note:** This feature works only if CRM is enabled for the tenant. 2. **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: 1. Use the [Search screen](/construction/docs/use-search-in-servicetitan) to navigate to the job. 2. Click the **Edit** icon. ![Job estimate details for HVAC service in El Dorado Hills, including membership and invoice status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimates-and-sales---faq-image-qw5234fp.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D) 3. Use the *Sold by* dropdown to select the technician you want to be listed as the *Sold by* on the invoice. ![Form for editing job details including technician selection and customer information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimates-and-sales---faq-image-kqigeuhy.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D) 4. When finished, click **Save**. The new *Sold by* technician appears on the invoice. ****How to prevent technicians from deleting the estimate?**** 1. Go to the navigation bar and click **Settings**![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A51Z&se=2026-10-31T00%3A46%3A51Z&sr=c&sp=r&sig=2MXgvSK6EhFk0nIz%2BgZ%2BCv8gM113qo3RHlTtoBV7Jo0%3D). 2. In the side panel, click **Employees**. 3. Select the Technician Profile you want to edit. 4. Select the **Permissions** tab. 5. Adjust the permissions to limit the ability to delete estimates. For example, enable the *View estimate* permission. ## Want to learn more? - See [Add and edit estimates in ServiceTitan](/construction/docs/add-and-edit-estimates-in-servicetitan) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)