Overview
Line item estimates allow you to create an estimate with the exact services you are selling, as well as the materials and equipment that are consumed when performing the work.
Who uses this feature
Any business using project management
Anybody who runs and uses projects in ServiceTitan
Things to know
You can use exactly what materials or equipment you have in your pricebook to create the estimate.
You can book the sold estimate into install jobs.
If you are using the Purchasing module, you can create a purchase order directly from the estimate using the Requisitions feature and invoice closeout.
Use cases
Equipment changeouts
Short-term projects
Track home building
Line item estimate workflow
To use the line item estimate method, you need to:
Know what services, materials, and equipment you will be using/consuming on the project.
Have the services, materials, and equipment needed in your current pricebook.
Create your estimate and then build out your estimate with the exact line items you need for the project. If you have set up your default project labels correctly, your budget will automatically populate according to your label setup.
