Add and edit estimates in ServiceTitan

Overview

Add an estimate and estimate template to an existing job and edit estimates after an estimate is built. This helps you improve workflow efficiency and save time by eliminating the need to recreate estimates.

Things to know

• Commercial users can apply a rate sheet when creating an estimate.

• Estimates can be used to track commercial or construction bids. They can be created by the assigned technician on a job from mobile, or performed from the office by an employee at a later time. For complex bidding that uses a third-party tool, ServiceTitan recommends you use the estimate import from the office side.

Add an estimate to an existing job

1. Using Search, find the job to which you want to add an estimate.

2. From the Actions dropdown, select Add an Estimate. 

3. In the Build Estimate(s) window that opens, click + Build Estimate. 

4. The Create Estimates section opens. Enter information as needed:        

   1. Customer and Locations: In this section, you can see the customer details for whom you want to create an estimate.

   2. General Details: In this section, you can provide general details about the estimate.                

      Note: When you create a new estimate that remains unsold, you can update the estimate's business unit until it's sold.

   3. Price Details: In this section, you can provide information about following up and pricing.                

      1. Rate Sheet: If you're using Client Specific Pricing, you can apply a rate sheet to your estimate.

   4. Sale Information: In this section, you can provide information about how the estimate is sold.

5. When finished, click Save. 

Add an estimate template to an existing job

1. Using Search, find the job to which you want to add an estimate.

2. From the Actions dropdown, select Add an Estimate.

3. In the Build Estimates window that opens, select the estimate template you want to add to the job.        

   Note: You can select multiple estimate templates.

            

   Tip: Hover over the number of the estimate template to see the name, label, and price of the estimate.

        

4. When finished, click Done.

Edit an estimate

1. Click on the estimate you want to edit.

2. From the estimate page, click Edit . 

3. In the Update Estimate section, make the changes you want.

To print the estimate, click Print and follow your device prompts to complete the printing.

Add items to an estimate

1. Search for and open the estimate you want to add items to.

2. In the Estimate Items section, click the item type you want to add and select the item. 

3. If you want to add an item group, click Item Group.

4. In the Create Item Group pop-up that opens:        

   1. Select the Parent Item Type you want to add.

   2. Click Select Parent Item dropdown and select an item.

   3. In the Name field, enter the name for the Parent Item.

   4. In the Description field, enter a description for the Parent Item.

   5. Click the Project Labels dropdown and select a project label.

   6. When finished, click Save. 

      To define chargeable materials, see Define chargeable materials.

Want to learn more?

• See Manage estimates in ServiceTitan