---
title: "Understanding ServiceTitan Vocabulary: Estimates"
slug: "understanding-servicetitan-vocabulary-estimates-nbsp"
updated: 2026-10-15T00:35:09Z
published: 2026-10-15T00:35:09Z
canonical: "help.servicetitan.com/understanding-servicetitan-vocabulary-estimates-nbsp"
---

> ## 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.

# Understanding ServiceTitan Vocabulary: Estimates

## Understanding ServiceTitan Vocabulary: Estimates

| **ServiceTitan term** | **When is this term used?** | **What this triggers in ServiceTitan** |
| --- | --- | --- |
| **Sold estimate** | 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). The estimate is sold, but it will be up to the tech dispatched to the job site to convert the estimate. | The sold estimate appears on the Follow Up screen. CSRs will book the job and assign a tech to perform the work. When the tech completes the job, the job will show up in the applicable section of the dashboard. |
| **Converted estimate** | 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 *above* the sold threshold. | The sold estimate appears on the Follow Up screen. CSRs will book the job and assign a tech to perform the work. When the tech completes the job, the job will show up in the applicable section of the dashboard. |