--- title: "Present and sell estimates in the ServiceTitan Field Mobile App" slug: "present-and-sell-estimates-in-the-servicetitan-field-mobile-app" updated: 2026-10-29T12:37:12Z published: 2026-10-29T12:37:12Z canonical: "help.servicetitan.com/present-and-sell-estimates-in-the-servicetitan-field-mobile-app" --- > ## 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. # Present and sell estimates in the ServiceTitan Field Mobile App ## Overview After you [create](/v1/docs/create-estimates-in-fma) and [customize](/construction/docs/edit-estimates-in-the-servicetitan-field-mobile-app) estimates, present them as an estimate so the customer can choose an option and you can sell the estimate. > [!TIP] > **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D). ### Commercial businesses [KB - Present and Sell Estimates in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/po6uj90ehc?web_component=true&seo=true&videoFoam=false) ### Residential businesses [KB - Present and Sell Estimates in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/40r3manmvz?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Technicians - Primarily for Residential Service and Replacement business types - Applies to all trades #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - The following permissions are required to use this feature. Please contact the account administrator on your team. - ***Sell Estimate:*** Convert and sell estimates. - ***View Total Price* and *View item prices:*** View total and item prices on estimates. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - Before you present estimates to a customer, you can tap **Add** or **Edit** to change the image shown on each estimate. From here, you can select an image from your pricebook. ![Estimates display with options to edit and add items for three estimates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(96).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) - On tablets: - If you leave the *Summary* field blank, the presentation screen shows an auto-generated bulleted list of item names in the same order as the estimate lines.![Comparison of electric water heater options with monthly payment details and installation recommendations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(97).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) - Pricebook descriptions keep the rich formatting entered in the office, including bold text and bullet lists, so the details on the tablet match what office employees see. ![Rheem Prestige Series heat pump details, including features, pricing, and financing options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(98).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) - Media thumbnails and the *Full* viewer use consistent sources, so photos and videos are more reliable during the pitch. - If you sell an estimate on a completed job, it’s automatically marked as **Perform work later**. Selling an estimate on a completed job does not trigger financial recalculations on the completed job's invoice. For more on completed-job workflows, see [Add estimates, notes, and more to completed jobs in the ServiceTitan Field Mobile App](/construction/docs/add-estimates-notes-and-more-to-completed-jobs-in-servicetitan-field-mobile-app). - The names of certain screens, tabs, and so on may be different based on your selection in **Menu** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms). ## Step 1: Mark an estimate as Recommended in the Field Mobile App When you present estimates to customers, they see each estimate, its price, and potential savings if they have a membership with you. You can mark one or more estimates as *Recommended*, increasing the likelihood that the customer purchases it. To mark an estimate as *Recommended*: 1. Open your job (Residential) or Work Order (Commercial) and tap the **Estimates** tab. 2. Select **Recommend** for each estimate you want to mark as *Recommended*. You can select more than one.![Estimates comparison with options for recommending and adding items to each estimate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(99).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) ## Step 2: Present an estimate in the Field Mobile App When you're ready, you can present each estimate you've built as an estimate to the customer: 1. Open your job (Residential) or Work Order (Commercial) and tap the **Estimates** tab. 2. Tap **Present Estimate**. 3. *Presentation Mode* opens. ### If you’re using a smartphone If you’re using a smartphone, scroll to the side to show each estimate to the customer. ![Mobile proposal screen showing a deep drain cleaning estimate with financing at $125 monthly for six months.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Media%20_10.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) ### If you’re using a tablet If you’re using a tablet, up to three estimates are shown at once. You can flip your device to switch between portrait and landscape view, and scroll to show more estimates. Here’s an example of a portrait view of an estimate on a tablet. ![Proposal screen compares three deep drain cleaning estimates with identical plumbing images, financing, and acceptance options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/1%20media%20(Good).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) To show an estimate in more detail, tap it to open it. If the customer is ready to move forward, [sell the estimate](/construction/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app#step-3-sell-an-estimate-in-the-field-mobile-app). ![Media 10.png](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Media%2010.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) ## Step 3: Sell an estimate in the Field Mobile App After you present your estimate or estimates as an estimate and confirm the customers' choice, sell the estimate: 1. Open your job (Residential) or Work Order (Commercial) and tap the **Estimates** tab. 2. Tap **Present Estimate**. 3. After the customer chooses an estimate, tap **Accept & Sign Estimate**. 4. Ask the customer to review the Customer Authorization and sign it under *Electronic signature*. 5. After they sign, tap to accept their authorization. 6. Select one of the following options: - Tap **Perform work now > Continue** if you're going to complete the work now. This adds the items from the estimate to this job's invoice. - Tap **Perform work later** and then select **Continue** or **Collect Deposit** if you're going to leave the job and the work will be completed later. The items from the estimate won't be added to this job's invoice and [the office will schedule the work](/construction/docs/follow-up-on-opportunities-1#book-a-sold-estimate-into-a-new-job) to be completed on a different job. > [!NOTE] > **Note:** If your office set the job type with a default estimate sold action, the Field Mobile App follows that by automatically selecting **Perform work now** or **Perform work later**, based on the office setting. ![Confirmation of estimate approval with options for immediate or later work scheduling.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(103).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) > [!NOTE] > **Note:** If your business operates in California and the account is configured for *California compliant invoicing*, the system will also require the customer's *3-Day Right to Cancel* signature and your *Technician Acknowledgement* signature before you can generate a compliant invoice. If you go back to the **Estimates** tab, the estimate shows when the work is to be performed. If you want to change when the work is performed, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) next to the estimate and make a new selection. > [!NOTE] > **Note:** You can change when the work is performed until one of the following happens: > > - The job is marked *Complete*. > - The sold estimate already has items booked onto another job's invoice. > > When either of the above happens, a **Lock** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-lock.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) icon shows next to the estimate, indicating when the work is to be performed and that it cannot be changed.![Overview of installing a Chrome shower faucet with total cost displayed as zero.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(104).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) ## Want to learn more? - See [Create estimates in the ServiceTitan Field Mobile App](/v1/docs/create-estimates-in-fma) - See [Edit estimates in the ServiceTitan Field Mobile App](/construction/docs/edit-estimates-in-the-servicetitan-field-mobile-app) - See [Use Pricebook in the ServiceTitan Field Mobile App](/v1/docs/use-pricebook-in-fma)