--- title: "Sold estimate is missing from a technician's scorecard" slug: "sold-estimate-is-missing-from-a-technician-s-scorecard" updated: 2026-10-15T00:36:46Z published: 2026-10-15T00:36:46Z canonical: "help.servicetitan.com/sold-estimate-is-missing-from-a-technician-s-scorecard" --- > ## 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. # Sold estimate is missing from a technician's scorecard ## Problem Technicians often have an Employee profile called the same as their Technician Profile, and users select the office user as the Sold By of an estimate. There are also other setup issues that lead to a missing Sold estimate from a technician's scorecard. ## Solution To find the sold estimate in the technician scorecard, select one of these options: - [Check whether or not the estimate is sold with an employee profile](/construction/docs/sold-estimate-is-missing-from-a-technician-s-scorecard#check-whether-or-not-the-estimate-is-sold-from-an-employee-profile) - [Check whether or not the estimate sold on date matches the dashboard date range](/construction/docs/sold-estimate-is-missing-from-a-technician-s-scorecard#check-whether-or-not-the-estimate-sold-on-date-matches-the-dashboard-date-range) - [Check whether or not the estimate business unit is mapped to a dashboard division](/construction/docs/sold-estimate-is-missing-from-a-technician-s-scorecard#check-whether-or-not-the-estimate-business-unit-is-mapped-to-a-dashboard-division) > [!NOTE] > **Note:** Check if the estimate is a non-job estimate that is created directly on the [location](/construction/docs/add-an-estimate-to-an-opportunity) or [project.](/construction/docs/create-multiple-project-opportunities#create-project-opportunities) If they are then this is expected because the technician scorecard only pulls estimates sold on jobs, it does not track estimates that are not attached to a job. ### Check whether or not the estimate is sold from an employee profile If you select the office employee option in the *Sold By* field the sold estimate will not appear under the technician scorecard. To solve the issue: 1. Go to *Settings* > *Employees*. 2. Check whether or not the technician has an employee profile. If the technician has an employee profile: 3. Click **Edit**. 4. In the *Name* field, temporarily add an asterisk to the end of the employee name. ![employee Name field Harry](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sold-estimate-is-missing-from-a-technicians-scorecard-image-8xnx9s0m.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 5. When you're done, click **Save**. 6. Go to *Estimate*, and hard refresh the estimate page. > [!NOTE] > **Note:** You can use *Ctrl-r* for Windows or *Cmd-r* for Mac to hard refresh the estimate page. 7. Check the *Sold By* field. If there is an asterisk at the end of the employee name, *Sold By* is set to the employee profile. 8. Click **Update Estimate**. 9. From the *Sold By* dropdown, select the **Technician**. > [!NOTE] > **Note:** The technician is the name without an asterisk. ![estimate update estimate details sold by](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sold-estimate-is-missing-from-a-technicians-scorecard-image-6l5zxvgf.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 10. When you're done, click **Save**. 11. Hard refresh the technician scorecard and the estimate appears. > [!NOTE] > **Note:** Go back to *Settings* > *Employees* and remove the asterisk from the employee name. ### Check whether or not the estimate sold on date matches the dashboard date range Sales metrics in the dashboard are based on the date that the estimate is sold. If the *Sold On Date* of the estimate does not fit the dashboard date filters, it will not be included in the dashboard. To solve the issue: 1. Go to *Estimate*. 2. Click **Update Estimate**. 3. Check the *Sold On Date* field. ![estimate update estimate details sold on date](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sold-estimate-is-missing-from-a-technicians-scorecard-image-l2pg4alq.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) If it is not within the date range for which they run the dashboard, then it will not appear in the dashboard results. > [!NOTE] > **Note:** > > - If the *Sold On Date* of the estimate is grayed out and unchangeable, the user does not have the *Allow editing of Sales opportunity Date and Sold on Date* permission. > - If the data in the Sold *On Date* field is correct, update the dashboard date range to find the estimate. > - If the data in the *Sold On Date* field is incorrect, update the *Sold On Date* through the *Update Estimate* page. ### Check whether or not the estimate business unit is mapped to a dashboard division Business Units should have a Division set to appear in the technician scorecard results. If an estimate's business unit does not have a division, it will not be included in the scorecard. To solve the issue: > [!NOTE] > **Note:** Only users with the *Edit business units* permission can see the *Change BU Mapping* button in the *Technician Scorecards* section. 1. Go to *Estimate*, click the job. 2. Check the job's Business Unit. > [!NOTE] > **Note:** > > 1. If the estimate is created before the job Business Unit is changed, the estimate will maintain the original business unit of the job. > 2. Check the job Audit Trail for the edited Business Unit and compare with the estimate created on timestamp from the audit trail. > 3. In the screenshot below, this estimate's business unit is *SERVICE - RESIDENTIAL*. ![history edited business unit audit trail](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sold-estimate-is-missing-from-a-technicians-scorecard-image-rxtaompb.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 3. In ServiceTitan go to the navigation bar and click **Dashboard**. 4. In the *Technician Scorecards* section, click **Change BU Mapping**. 5. Find the Business Unit of the job. 6. Check whether or not the *Division* field is set. ![business unit mapping not assigned](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sold-estimate-is-missing-from-a-technicians-scorecard-image-twfiwaid.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) ### Related Content - [Technician Scorecards](/construction/docs/technician-scorecards) - [Map business units to Technician Scorecards](/construction/docs/map-business-units-to-technician-scorecards) 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) 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 →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales technician is dispatched to a marketing lead or technician-generated lead—these are sales opportunities. What this triggers in ServiceTitan When the sales technician creates one or more estimates for the customer, the opportunity appears Follow Ups. The opportunity includes all estimates created for that job. [Learn more →](https://help.servicetitan.com/docs/understanding-sales-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)