--- title: "Manage Estimates settings" slug: "manage-estimates-settings" tags: ["Area - Estimates and Sales", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Commercial", "Type - Residential"] updated: 2026-10-23T15:39:16Z published: 2026-10-23T15:39:16Z canonical: "help.servicetitan.com/manage-estimates-settings" --- > ## 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 settings # **Overview** Use the Estimates settings to configure how estimates behave across your account, from attachment handling and margin controls to online Estimate presentation and deposit collection. Each settings page controls a specific aspect of the estimate workflow. To access Estimates settings, go to the top toolbar and click **Settings**, then in the side panel, go to **Estimates**. --- ### #### Who uses this feature - Office employees - Applies to all business types - Applies to all trades #### Feature configuration - Permission is required to access these settings pages. Please contact the account administrator for your team. ### ## **Estimates settings pages** ### ### ### General The *General* page contains the **Exclude pricebook images from estimate attachments** toggle. By default, pricebook item images are automatically saved as attachments on estimates when you add those items. If your team does not need stock photos and catalog images on estimate and Job attachments, turn this toggle on. ![Toggle option to exclude pricebook images from estimate attachments during creation process.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Exclude-pricebook-images-from-estimate-attachments.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A03Z&se=2026-10-31T01%3A42%3A03Z&sr=c&sp=r&sig=a2NP34KkiBrLjwfyj6Xor4bsfQKSWbmS4N6e%2Bs3aNL4%3D) When the toggle is on: - Pricebook images are not saved as attachment records on new estimates. - Pricebook images still render in Estimate Presentation for customers. - If **Copy job/location estimate attachments over to job is** enabled in **Settings > Operations > Booking Sold Estimate**, only non-pricebook attachments carry over to the booked job. - Non-pricebook attachments (site photos, findings, manually uploaded files) are not affected. - The setting applies going forward only. Existing estimates retain any pricebook image attachments that were previously saved. ### **Sales Margin Control** Set minimum profit margins for estimates to protect gross margin and prevent underpriced jobs. You can define a global minimum margin and override it with role-based limits for specific employee roles. For more, see [Set up and use Sales Margin Control](/construction/docs/set-up-and-use-sales-margin-control). ### **Estimate Deposit** Enable deposit collection through online estimates in the Customer Portal. You can set a default deposit percentage for estimates accepted online, choose whether customers pay the deposit when they sign or can pay it later, and override the percentage on individual estimates when sending. For more, see [Collect payment in online estimates](/construction/docs/collect-payment-in-online-estimates). ### **Online Estimates** Configure how estimates are displayed in the Customer Portal. You can choose between a PDF-based view and a line-item view that shows services, equipment, and pricebook images directly on the screen. For more, see [Set up Online Estimates View Preferences](/construction/docs/set-up-online-estimates-view-preferences). ### **Structures** Set up structures to organize estimate line items by property area for insurance estimate workflows. Structures let you scope damage by area, such as a dwelling or detached garage, and integrate with Xactimate. For more, see [Set up insurance estimates](/v1/docs/set-up-insurance-estimates). ## **Related settings** The following settings are under **Settings > Operations** but directly affect estimate behavior. ### **Booking Sold Estimate** Control whether jobs booked from sold estimates automatically inherit the estimate summary and attachments. When enabled, this reduces manual copy/pasting of summaries and reattaching files when converting estimates to jobs. For more, see [Update Booking Sold Estimate settings](/construction/docs/update-booking-sold-estimate-settings-1). ## **Want to learn more?** - See [Estimates and Sales Home](/construction/docs/estimates-and-sales-home) - See [Add and edit estimates in ServiceTitan](/construction/docs/add-and-edit-estimates-in-servicetitan) - See [Build and sell estimates in ServiceTitan Mobile](/construction/docs/build-and-sell-estimates-in-servicetitan-mobile) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)