What is the solution for adding discounts to estimates in ServiceTitan Mobile when they are not visible to the technician?

Problem

Discounts and fees are not visible in ServiceTitan Mobile.

Solution

Make discounts visible on mobile estimates.

Add a category to the discount

Note: Regardless of whether you're using a Service discount or a Discounts and Fees discount, the item should have a category to be used in ServiceTitan Mobile. For more, see Add discounts and fees.

1. Check if the discount is in a category. If not, you need to add it.

2. In ServiceTitan, go to the navigation bar and click Pricebook.

3. In the side panel, click Discounts & Fees.

4. Choose the discount you want to add to the mobile estimate.

5. Click Edit to edit the discount.

6. Scroll down to the Categories field.

7. Assign the discount to a category. In ServiceTitan Mobile, you can find and select the discount to the estimate.

Note: If your Pricebook categories are assigned to business units, make sure your discount is assigned to a category that aligns with that business unit.