What is the process to enable the feature of creating estimates during call booking and how to embed an acceptance link into the estimate form?

  • Published on Mar 16, 2026
  • 1 minute(s) read
Prev Next

Problem

Users need to send estimates from the office before a job is created. They also need to embed an acceptance link in the estimate form.

Solution

You can create estimates during call booking and include an acceptance link in your estimate forms.

Enable estimate creation during call booking

  1. Contact ServiceTitan Technical Support to request the Enable Estimate creation during call booking feature.

  2. Provide your admin pin when asked. If you don't know your admin pin, check your email, including the spam folder. ServiceTitan will send it to you.

  3. Wait for confirmation from ServiceTitan. The feature will be enabled within one business day.

To embed an acceptance link into the estimate form, see Use Online Estimates.

Related articles