---
title: "Why does a booked estimate still appear on the follow-up screen?"
slug: "why-does-a-booked-estimate-still-appear-on-the-follow-up-screen"
updated: 2026-10-15T00:36:16Z
published: 2026-10-15T00:36:16Z
canonical: "help.servicetitan.com/why-does-a-booked-estimate-still-appear-on-the-follow-up-screen"
---

> ## 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.

# Why does a booked estimate still appear on the follow-up screen?

## Problem

An estimate was sold, converted to a job, and completed. Yet, it still appears in the *Sold estimates* tray. This usually happens as one of the items was not booked.

## Solution

By following the steps, the estimate should no longer appear in the *Follow up* screen.

### Remove an estimate from the Follow-up screen

1. Go to the *Follow Up* screen.
2. Find the estimate in question.
3. Check if all tasks related to this estimate are booked. Look for any items or tasks that might not be booked.
4. Identify the unbooked task.
5. Delete the unbooked task. Click the task and look for an option to delete or remove it.
  1. There are two options to delete the unbooked task:
    1. Delete the item if you don't need it anymore
    2. Book the item into the job if you accidentally missed it
6. Confirm the deletion. This action should remove the estimate from the follow-up screen.

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)