Overview
In ServiceTitan, you can look up estimates in a few different ways, depending on what you need to do. You can quickly find and review estimates to follow up on open opportunities. You can also access sold estimates to book jobs or check details. This helps you stay organized and keep work moving without switching between tools.
Who uses this feature
Administrators and managers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Use the Follow Up screen to view estimates
From the navigation bar, click Follow Up.
From the menu, click Unsold Estimates to filter and view unsold estimates or click Sold Estimates to filter and view estimates that are already sold to your customers.
Search for estimates
Go to the top toolbar and click Search
.On the Search screen that opens, click the Search dropdown and select Estimate.
Enter any information about the estimate you are looking for in the Filters then click Search
.
Note: If you do not have information on the estimate you want, you can perform a search with the filter fields empty to call up all of your estimates.
Run the Opportunity and Estimate Follow Up Report
You can run or schedule the Opportunity and Estimate Follow Up Report. This report provides a detailed breakdown of all of your estimates, and which estimates require follow-up. You may click into any opportunity, estimate, or customer record directly from the report. To find the report:
Go to the navigation bar and click Reports. The All Reports screen opens displaying reports on cards in a grid.
In the search type Opportunity and Estimate Follow Up Report and select it.
From the report page, click Run Report.
Common uses for this report
See unsold estimates that might not be visible on the Follow Up screen.
Follow up on recommended estimates
See if there are any recommended estimates that remain open / unsold.
View estimates on the customer or location record
From customer and location records, go to the Opportunities & Estimates section. This section lists all estimates created for that customer or location. You can see the total, status, and sold by credit for each estimate.
To find estimates on the customer or location profile:
Go to the top toolbar and click Search
.On the Search screen that opens, from the dropdown select Customer or Location and click Search
.From the customer/location profile, go to the Opportunities & Estimates section and see the list of the estimates.
