--- title: "Sell estimates in ServiceTitan" slug: "sell-estimates-in-servicetitan" updated: 2026-10-15T00:34:37Z published: 2026-10-15T00:34:37Z canonical: "help.servicetitan.com/sell-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. # Sell estimates in ServiceTitan ## Overview Convert and sell estimate opportunities to book them into jobs and easily grow your revenue. There are two ways to sell an estimate: 1. [From the estimate page](/construction/docs/sell-estimates-in-servicetitan#convert-and-sell-from-the-estimate-page) 2. [From the opportunity page](/construction/docs/sell-estimates-in-servicetitan#convert-and-sell-from-the-opportunity-page) --- ### #### Who uses this feature - CSRs, Office employees - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## Things to know - When you sell or convert an estimate from ServiceTitan, we recommend you book an install job to get the items from the Sold estimate to the booked jobs' invoice. ## Convert and sell from the estimate page In the *Estimate* section, you can convert and sell estimates: 1. From the estimate page, click **Sold / Convert**. ![Estimate details showing status, job number, invoice status, and conversion option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-estimates-in-servicetitan-image-lsgd47hx.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 2. In the pop-up window, select the technician from the dropdown. 3. Click **Apply**. > [!NOTE] > **Note:** If you sell estimates with no non-serialized items, the cost is updated to the current average cost. 4. If you want to unsell the sold estimate, from the estimate page click **Unsell**. ## Convert and sell from the opportunity page 1. From the estimate page, under the *Opportunity* field, click the opportunity number. ![Estimate details showing status, job number, invoice status, and follow-up date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-estimates-in-servicetitan-image-z9kqtkvz.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 2. In the *Opportunity Follow-up* screen that opens, find the estimate you want to sell. 3. From the **Sold/Convert** dropdown, select the technician or office employee who sold the estimate. ![Opportunity follow-up details including amount, status, and seller information displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-estimates-in-servicetitan-image-uldnxvlc.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 4. Click **Sold/Convert**. > [!NOTE] > **Note:** When you sell the estimate, all estimate items are reflected in the Budget vs. Actual section based on their project and category label. The estimate for the job opens. ## Book an estimate into a job 1. From the estimate page, select the item you want to include in the job. > [!TIP] > **Tip:** You can click **Select All** to include all items in the job, or **Deselect All** to remove items from the job. ![User interface for estimating items with options to select or deselect all categories.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-estimates-in-servicetitan-image-np1lhj39.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 2. Click **Book New Job**. The *Call Booking* screen opens. ![User interface displaying equipment estimates with a highlighted button to book a new job.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sell-estimates-in-servicetitan-image-dvk0wkoy.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 3. From the *Call Booking* screen, you can schedule a job. For more, see [Call Booking](/construction/docs/call-booking-home). ## FAQ --- ### #### Why is the managed technician not assigned as the Sold By of a job? If the managed technician sells an estimate on the job and selects the *Perform Work Now* option, the same technician will Perform Work Later in ServiceTitan and the *Sold By* field won't be auto populated with the name of the technician who sold the estimate. > [!NOTE] > **Note:** If you want the Sold By field to be auto populated when you select the Perform Work Now option, contact [Technical support](http://go.servicetitan.com/ask) to enable the feature. When the job is booked from ServiceTitan and the managed technician is marked as **Sold By** for the estimate, the **Sold By** field isn't auto-populated on the *Edit Job* screen. You need to manually fill out the **Sold By** field in the *Job* section. > [!NOTE] > **Note:** The Sold By field auto-populates for each item if the user adds it to the invoice or estimate. #### How do I enter Sold by credit when an estimate is sold from the office? Who can get credit? When you sell an estimate from the office, you are asked who sold the estimate. Both technicians and office employees can receive *Sold by* credit. The name of the person who created the estimate is selected by default. Make sure to assign *Sold by* credit according to your office procedures. ![Estimate details including amount, status, and seller information for processing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimates-and-sales---faq-image-6zgott1t.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) #### What if I sell an estimate while on the phone and the customer wants to schedule right away? ServiceTitan is designed to make it easy to book install jobs immediately. When you sell the estimate, simply select the estimate services and click **Book Job** off the sold estimate. #### Can I perform work for multiple estimates sold on one job? Yes. When you sell an estimate in ServiceTitan Mobile, you are presented with two options: - **Perform the work now:** This adds items from the sold estimate to the current job's invoice. - **Perform the work later:** The sold estimate appears in the office as a sold estimate that can be booked into a separate job. You go through this process for every estimate you sell on the job. > [!NOTE] > **Note:** When booking jobs from the office, you cannot book multiple sold estimates into one job. #### Can I combine two estimates from two different technicians? No, you can't. #### What do you do if a sales technician goes on a sales call and makes the sale? When a technician [sells an estimate](/construction/docs/sell-estimates-in-servicetitan) on an ongoing job, they can choose to perform the work now or later. If they choose to perform work now, they can book a sold estimate on the current job to perform the service right away. If they choose to perform work later, they can complete the job and post the invoice and schedule the installation job. #### What do you do if a sales technician goes on a sales call but does not make the sale? Complete the job. You can [sell the estimate](/construction/docs/sell-estimates-in-servicetitan) at a later time and book an installation job from it. #### What do you do if a sales technician goes to an A/C repair and instead sells a new system? Create and sell an estimate and choose to perform the work later. Collect the dispatch fee, diagnostic fee, or deposit and complete the repair job. Book the install job. This automatically creates a project. You can add appointments to the new install job if more days of work are needed. #### What if the customer passes entirely and decides they don't want to do the work at all? If the customer is not moving forward with an estimate, you should dismiss the opportunity. To dismiss the opportunity, click the opportunity from **Follow Up** > **Unsold Estimates** and click **Dismiss**. > [!NOTE] > **Note:** You can dismiss the entire opportunity, which closes out all attached estimates or you can dismiss individual estimates that the customer has declined. #### What should I do if I accidentally sell the same estimate twice and create duplicate jobs and invoices? If the same estimate is sold twice, you need to cancel the duplicate job and void the duplicate invoice to keep your records accurate: 1. Locate and open the duplicate job. From the job details screen, select **Cancel** to prevent any further action on that job. 2. Open the duplicate invoice associated with the canceled job. If no payment is applied, remove all invoice items so the balance becomes zero. Once the balance is zero, you can void the invoice. This ensures your accounting and reporting remain accurate. #### Why was tax not automatically calculated on my estimate? Check and make sure that the materials and services on the estimate are marked as *Taxable*. Next, check the Location Record and make sure the location is **not** marked as *Non-Taxable.* This may cause the tax not to apply. For more, see [Set up taxable equipment and services](/construction/docs/set-up-sales-tax-in-servicetitan#export-sales-tax) and [View tax exempt status on a location record](/construction/docs/sync-tax-exempt-status-on-customer-and-location-records#how-to-view-the-tax-exempt-status-on-location-record). ## Want to learn more? - See [Add an estimate to an opportunity](/construction/docs/add-an-estimate-to-an-opportunity) 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 โ†’](https://help.servicetitan.com/docs/understanding-estimates-vocab) ยท [See the full glossary โ†’](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 โ†’](https://help.servicetitan.com/docs/glossary-overview)