--- title: "Estimates and Proposals in ServiceTitan Max" slug: "estimates-and-proposals-in-servicetitan-max" updated: 2026-07-11T15:41:01Z published: 2026-07-11T15:41:01Z canonical: "help.servicetitan.com/estimates-and-proposals-in-servicetitan-max" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Estimates and Proposals in ServiceTitan Max ## Overview In ServiceTitan Max, building and closing estimates is a connected workflow — not a stand-alone product feature. By the time a technician or sales rep is on a customer's property building an estimate, the entire system has already done preparatory work: a Voice Agent has captured the lead, Dispatch Pro has routed the right person to the right job, Pricebook has stocked the catalog with current pricing, and Atlas is standing by to surface customer history and equipment context. This article walks through how estimates and proposals come together for technicians and sales reps in the field, how proposal templates and dynamic pricing shape what customers see, and how Atlas, Field, and Pricebook work alongside ServiceTitan to help close more sales with less friction. --- ### #### Who uses this feature - Technicians and sales reps (primary) - Office staff (setup and follow-up) - Applies to all business types ## Things to know - **Estimate templates must be grouped into a proposal template** to appear in Field Mobile App. A standalone estimate template won't show up on the technician's device until it's attached to a proposal. - **Items without a category won't appear in mobile.** Make sure every pricebook item is assigned to an active category before technicians try to build estimates from the field. - **After a customer signs an estimate, their signature can't be removed once the items have been invoiced.** To undo a signature, recreate the estimate without it. - **To change the *Follow Up On* date**, edit the estimate, go to the *Price Details* section, and update the field. - **Atlas terminology tip:** When asking Atlas questions about an estimate, use the word "Estimate" — not "quote" or "proposal." ## How estimates and proposals fit into the Lead-to-Cash workflow Before a technician ever taps **Estimates** on the *Job Screen*, several upstream steps have already happened in ServiceTitan: 1. **Voice agent captures the lead.** A Contact Center AI Receptionist or human CSR books the inbound call, capturing customer details, location, and job description. The opportunity is created in ServiceTitan with full context. 2. **Dispatch Pro routes the job.** Titan Intelligence assigns the right technician based on skills, location, and capacity. The technician arrives with the customer's full history already loaded. 3. **Pricebook powers the catalog.** When the technician opens **Estimates**, the items they see — services, materials, equipment — are coming from a Pricebook catalog that's been updated with current vendor pricing and Dynamic Pricing rules. 4. **The technician builds and presents the estimate.** Using proposal templates (often Good-Better-Best), the technician walks the customer through their options. Field records the conversation; Atlas answers questions on the fly. 5. **The customer signs, work is scheduled or performed, and the loop closes.** Sold estimates feed Field Pro's outcome tracking, the office's follow-up workflow, and the project record if the job is part of a larger project. Each step matters for the estimate. A lead captured cleanly by a voice agent gives the technician a better starting point. A current Pricebook catalog means the technician isn't quoting outdated prices. Dynamic Pricing means the regional pricing reflects market conditions automatically. ## Guide to estimate creation Estimates can be built from the office (often by sales reps or CSRs working with the customer remotely) or from the field by the technician on-site. Both paths use the same Pricebook catalog and proposal templates, so a customer's options look consistent no matter where the estimate originates. ### Office workflow — create an estimate for a customer 1. Open the Customer Record or active job. 2. Click **Job Actions > Add an Estimate**. 3. Add items from your pricebook — services, materials, and equipment. Adjust quantities and pricing as needed. 4. Review the estimate total, add any notes or terms, and click **Save**. > [!TIP] > **Tip:** If you're building tiered options (Good-Better-Best), use a proposal template instead of building each estimate from scratch. See *Proposal template usage* below. ### Field Mobile App workflow — build an estimate from the field 1. From the Field Mobile App, open the job and tap **Estimates** from the *Job Screen*. 2. Tap **Add estimates from template** to use a proposal template, or **Add custom estimate** to build from scratch. 3. Add services, equipment, and materials from your pricebook. Adjust quantities and add-ons as needed. 4. Enter the estimate name and summary to finish creating the estimate. > [!NOTE] > **Note:** A proposal template must already be set up by your office for it to appear when you tap **Add estimates from template**. If you don't see the template you expect, contact your office to confirm it's been published. ### Use Atlas to speed up estimate building Atlas is the AI assistant powered by Titan Intelligence, available inside the Field Mobile App. While building an estimate in the field, tap **Ask Atlas** from a job to get instant answers without calling the office. Common in-the-moment questions Atlas can answer: - *Does this customer have any open estimates?* - *What was the maximum spend for this property?* - *Who was the last person to work on this unit?* - *What jobs have we completed for this location?* For Field users, Atlas also unlocks two additional modules that speed up estimate accuracy: - **Equipment Information** — Look up specs, model details, and equipment history without leaving the job. - **Replacement Part Finder** — Search by the original part or equipment, see compatible replacements matched to your pricebook and vendor catalogs, and add the right item straight to the estimate. This eliminates the lookup-and-guess loop that slows technicians down. > [!NOTE] > **Note:** The Troubleshooting and Equipment Information modules in Atlas are only available with Field. ## Proposal template usage Proposal templates are how you give customers a clear set of options — typically Good-Better-Best — without rebuilding the math every time. They live in Pricebook and are made up of two pieces: **proposal types** (the labels and structure) and **estimate templates** (the actual line items grouped under each label). ### How proposal types work A proposal type defines the options a customer sees — for example, *Good*, *Better*, *Best* — and how those options behave when sold: - **Progressive** — Each option builds on the previous one. Selling *Better* includes everything in *Good* plus the upgrades. Useful for tiered service levels. - **Additive** — Each option is independent. Customers can buy any combination. Useful when offering optional add-ons alongside a base repair. Each option in a proposal type has a custom name and a color-coded label that shows up in the Field Mobile App during presentation. ### Set up or edit a proposal type (office) 1. Go to the navigation bar and click **Pricebook**. 2. In the side panel, click **Templates**. 3. Click the **Proposal Templates** tab, then click **Proposal Types**. 4. Click **Add Proposal Type** (or click **More** on an existing type and select **View/Edit Details** to edit). 5. Enter a name in the **Proposal Type Name** field. 6. Under *Progressive or Additive*, select how options should sell. 7. Under *Options*, enter a name for each label, pick a color, and add as many options as you need. Drag to reorder. 8. Click **Save**. > [!NOTE] > **Note:** The label name and color you pick here are what technicians and customers see in the Field Mobile App when the estimate is presented. ### Present Good-Better-Best from the field Offering tiered options consistently increases average ticket size — and customers choose the middle option most often, so structure your *Better* tier as the option you most want to sell. 1. In the field, open the job and tap **Estimates**. 2. Present an estimate created from a proposal template to show the customer their tiered options side by side. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimates-and-proposals-in-servicetitan-max-image-l6r2peuh.png) 1. The customer reviews, compares, and selects the option that best fits their needs and budget. Member vs. non-member pricing is shown automatically when a membership discount is active. 2. Mark one or more estimates as **Recommended** to draw the customer's attention to your suggested choice. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimates-and-proposals-in-servicetitan-max-image-fqd5z26e.png) 1. Once the customer chooses, ask them to sign the Customer Authorization, then tap **Sign/Accept**. ### After the customer signs — three workflow paths There are three ways an estimate conversation can end. The Field Mobile App handles all three: **1. Sold — do the work now** - Tap **Yes, I have the items to do the work**. The sold estimate items are added to the job invoice. - Complete the work and close out the job as usual. **2. Sold — schedule the work for later** - Tap **No, work will be done later**. The estimate is saved as sold but the items are not added to the current invoice. - The office uses the *Sold Estimates* tab on the **Follow Up** screen to book the job. They can book all items or Split the work into multiple jobs. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/estimates-and-proposals-in-servicetitan-max-image-gwi0hcpf.png) **3. Not sold — follow up later** - The customer needs more time. Close out the appointment. - The office uses the *Opportunities* tab on the **Follow Up** screen to call, log notes, and try to convert the estimate later. ## How dynamic pricing applies to estimates in the field **Dynamic Pricing is a Pricebook capability** that lets you set price ranges by region, season, business unit, or other modifiers — so the prices technicians see in the field reflect current market conditions automatically. For technicians and sales reps, this matters because it means you're never quoting outdated or off-market prices: the catalog adjusts before you build the estimate. ### What dynamic pricing looks like in the field When you build an estimate in the Field Mobile App, the prices shown for each service, material, or equipment item already reflect any Dynamic Pricing rules your office has set up. You don't need to apply rules manually or do regional math — the price you see is the price the rule has calculated. What this means in practice: - The same service code can show different prices in different markets if your business operates across regions. - Seasonal modifiers (for example, higher pricing during peak HVAC demand) are already baked in if your office set them up. - Member pricing is calculated and shown alongside non-member pricing when the customer has an active membership. - If your office sets a "preferred" or "recommended" price within a range, that's what appears as the default — but managers may grant technicians permission to adjust within bounds. ### Brief office setup overview (what your admin configures) The Dynamic Pricing setup is handled in the office through Pricebook. At a high level, the office team: 1. Goes to **Pricebook > Services > Dynamic Pricing** to review and set up pricing rules. 2. Creates **Dynamic Pricing rules** that define the price logic for specific services or service categories. 3. Adds **modifiers** to those rules — for example, regional cost-of-living adjustments, seasonal multipliers, or business-unit-specific pricing. 4. Reviews the **Dynamic Pricing calculation** to confirm the rule produces the expected result. 5. Uses **Price Insights** to compare their pricing against regional benchmarks. For the technician or sales rep, the takeaway is: the prices in your Field Mobile App are already the right prices. If something looks off, that's a conversation for the office — don't override prices in the field unless your role permits it. ## How Field tracks the estimate outcome If your account uses Field, the recording from your customer conversation is automatically linked to the outcome of the estimates you build. Here's how the outcome is calculated: - If an estimate is marked **Sold** and exceeds the Sold threshold of the Job Type, the recording outcome is marked **Won** and the estimate total is applied as the won amount. - If multiple estimates on the same job are sold and exceed the threshold, the recording outcome is **Won** and the sum of all estimates is applied. - If no estimate exists, or the appointment is marked **No Charge**, the recording outcome is **Open**. - If the opportunity is marked **Dismissed**, the recording outcome is **Lost**. - If the app force-quits or the device shuts down mid-conversation, the recording is marked **Empty** (no audio captured). This linkage matters because Field insights — Conversation Time, Speaker Share, Pacing, Interactivity — are reviewed in the Film Room tab alongside outcomes. Over time, this gives technicians and managers visibility into which conversation patterns drive higher close rates. ## Add an estimate to a project For larger jobs that span multiple appointments or trades, attach the estimate to a project so all related work stays connected. 1. Open the estimate and use the **Actions** dropdown. 2. Select **Add to Project**. 3. Choose whether to create a new project or add to an existing one. The estimate now appears in the *Estimates* section of the project record. ## Want to learn more? - See [Pricebook Setup Guide in ServiceTitan Max](/v1/docs/pricebook-pro-setup-guide-in-servicetitan-max) ServiceTitan's AI-powered inbound phone agent that answers calls, gathers caller information, and books or reschedules jobs without a human CSR. **What it does:** Handles inbound calls 24/7, capturing after-hours demand and reducing hold times during peak periods — without adding headcount. **Also called:** AI receptionist, Virtual CSR, VA **Tags:** Phones Pro, AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) AI-powered dispatching product that analyzes job requirements, technician skills, drive time, and capacity to optimize job assignments. **What it does:** Maximizes technician utilization and on-time arrivals by algorithmically routing and assigning jobs — reducing the cognitive load on dispatchers. **Also called:** AI dispatch, Smart dispatch **Tags:** Dispatch Pro, ServiceTitan Max, AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) In-app button that lets technicians or managers ask AI a question about a job, recording, or troubleshooting topic. **What it does:** Gives techs instant AI answers in the field without leaving the app, improving first-visit resolution. **Tags:** AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Ask Field Pro Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)