What is the process for adding an estimate to an existing job in progress?

Problem

You can't add an estimate to an existing job directly from the office side.

Solution

Learn how to add an estimate to an existing job in progress.

Add an Estimate to an Existing Job in Progress

1. Ensure the technician is on site.

2. Go to the estimate in ServiceTitan.

3. Click Unsell button.

4. Have the technician open the mobile app.

5. The technician should sell the estimate through the mobile app.

6. During the selling process, select Perform Work Now to add the estimate items to the job invoice.

7. Make sure the technician is dispatched and has arrived at the job to complete these steps.