Problem
You want to add items from a sold estimate to a job that's already in progress, without booking a new job.
Solution
Your account can be set up to let office employees add sold estimate items to an existing job. If it isn't, the technician can add them from ServiceTitan Mobile instead.
Not sure which applies to you? Open a sold estimate and click Initiate Booking. If you see Add to Job, your account is set up for the office workflow. If you only see Book New Job, use the mobile workflow, or contact Technical Support to ask about turning on the office workflow.
Add estimate items to an existing job from the office
Before you begin: Account configuration is required. If you don't see Add to Job after clicking Initiate Booking, contact Technical Support for details.
Search for and open the sold estimate.
Click Initiate Booking.
Select the estimate items you want to add to the job.
Click Add to Job.
Select the job to add the items to. You can choose the current job or another job at the same location.
Click Submit.
Add estimate items to a job in progress from ServiceTitan Mobile
Ensure the technician is on site.
Go to the estimate in ServiceTitan.
Click Unsell.
Have the technician open the mobile app.
The technician should sell the estimate through the mobile app.
During the selling process, select Perform Work Now to add the estimate items to the job invoice.
Make sure the technician is dispatched and has arrived at the job to complete these steps.