---
title: "Use Template Manager for estimates in the ServiceTitan Field Mobile App"
slug: "use-template-manager-for-estimates-in-the-servicetitan-field-mobile-app"
updated: 2026-10-29T12:36:06Z
published: 2026-10-29T12:36:06Z
canonical: "help.servicetitan.com/use-template-manager-for-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.

# Use Template Manager for estimates in the ServiceTitan Field Mobile App

## Overview

If your office uses Template Manager, you can select and apply templates for estimates in the Field Mobile App. You can also preview generated estimate PDFs and send them through email. This helps ensure you send accurate, branded paperwork on every job.

---

### 

#### Who uses this feature

- Technicians
- Applies to all business types

#### 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).
- Account configuration and [office setup](/construction/docs/create-a-new-document-template-with-template-manager) are required to use this feature. Please contact your office for details.

## Things to know

- In Commercial terminology, jobs are referred to as work orders.
- If your office has a required format for estimates, the Field Mobile App uses that template and allows you to preview it as a PDF before sending. You can still select from available templates, but the app helps to guide the choices.
- 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=2026-10-31T02%3A39%3A33Z&se=2026-10-31T03%3A39%3A33Z&sr=c&sp=r&sig=Y4mnWCqzsrqqQ%2BRZTDUkjv3cArClfEsvGg8CN2TdAmk%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms).

## Use cases

- As a technician, you work for a residential business that requires a specific template for estimates.

## Present and email estimate using Template Manager in the Field Mobile App

1. Open your job (Residential) or Work Order (Commercial).
2. Tap **Estimates**.
3. If you haven't done so yet, [create an estimate](/v1/docs/create-estimates-in-fma).
4. Tap **Present Estimate**.
5. On the screen that opens, tap **Share** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-ios-share.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A33Z&se=2026-10-31T03%3A39%3A33Z&sr=c&sp=r&sig=Y4mnWCqzsrqqQ%2BRZTDUkjv3cArClfEsvGg8CN2TdAmk%3D). ![Proposal for duct cleaning and mold treatment with highlighted sharing option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-estimates-in-the-servicetitan-field-mobile-app-image-yyrhgsy1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A33Z&se=2026-10-31T03%3A39%3A33Z&sr=c&sp=r&sig=Y4mnWCqzsrqqQ%2BRZTDUkjv3cArClfEsvGg8CN2TdAmk%3D)
6. On the window that opens, tap **Email**.
7. On the screen that opens, select the template you want to use, select the estimate options you want to include, then tap **Present**.

> [!NOTE]
> **Note:** If your office has set up a global default for Template Manager, a default template is preselected for you, but you can change it if needed.

![Email proposal interface showing HVAC service options and cost estimates for clients.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-estimates-in-the-servicetitan-field-mobile-app-image-fv8wno10.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A33Z&se=2026-10-31T03%3A39%3A33Z&sr=c&sp=r&sig=Y4mnWCqzsrqqQ%2BRZTDUkjv3cArClfEsvGg8CN2TdAmk%3D)
8. If everything looks good, tap **Send** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-send.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A33Z&se=2026-10-31T03%3A39%3A33Z&sr=c&sp=r&sig=Y4mnWCqzsrqqQ%2BRZTDUkjv3cArClfEsvGg8CN2TdAmk%3D) to email the estimate to the customer.

## Want to learn more?

- See [Manage estimates, proposals, and invoices](/construction/docs/field-mobile-app-home-1#manage-estimates-proposals-and-invoices)