--- title: "Manage double costing from booking a job from a sold estimate" slug: "manage-double-costing-from-booking-a-job-from-sold-estimate" tags: ["Area - Accounting", "Focus - Construction", "Role - Accountant", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-07-11T16:59:58Z published: 2026-07-11T16:59:58Z canonical: "help.servicetitan.com/manage-double-costing-from-booking-a-job-from-sold-estimate" stale: true --- > ## 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. # Manage double costing from booking a job from a sold estimate ## Overview ## Double costing can happen when you initiate a booking from the project’s Sold estimate rather than booking from the project page directly. --- ### #### Who uses this feature - Project managers, accountants, administrators, and estimators - Primarily for Residential Construction and Commercial Construction business types ## Things to know - [Manage jobs for a project](/v1/docs/manage-projects) from the project record: - Book jobs directly from the project - Duplicate existing jobs to create new jobs - Attach existing jobs to a project - Move jobs from one project to another - Double costing is caused by accidentally or unintentionally counting the same costs twice. Booking items from a sold estimate into a new job adds the sold estimate items from the sold estimate to the new job's invoice. In project management workflows, invoice items may be intentionally added for the purposes of billing or inventory consumption. This adds a value in the *Invoiced* column, even though no invoicing was done. ## Understand how double costing from booking a job from a sold estimate occurs The most common cause of double counting revenue or costs occurs due to decisions you make while managing a project. For example, this can happen when you book a job or initiate a booking from a sold estimate. ![Construction bid estimate showing total price and service location details for Jes Morales.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-double-costing-from-booking-a-job-from-a-sold-estimate-image-vupvbl7k.png) Booking a project bid into a new job creates a project and adds the estimate’s items to the job’s invoice. Items placed on invoices associated with the project add to the project’s invoiced total. Booking from the sold estimate can cause double counting of revenue later in the project when you attempt to submit an application for payment or send a project invoice. ## Prevent double costing by booking jobs through the project When you book jobs for construction or project management projects, book the job directly through the project instead of through a sold and Converted estimate. For more information, see [Manage and book jobs in a project](/v1/docs/manage-and-book-jobs-in-a-project). > [!NOTE] > Note: > > If the [Progress Billing](/v1/docs/progress-billing-overview-and-setup) confirmation window opens, click **No** if: > > - This a project where you need to generate an application for payment, and; > - You will progressively bill your customer for any of the line items on this estimate Instead, add a job directly from the project. ![Progress billing warning message asking for confirmation to continue booking a job.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-double-costing-from-booking-a-job-from-a-sold-estimate-image-e033k3a4.png) ## Fix double costing issues caused by booking from a sold estimate If you have mistakenly double counted revenue or costs because you booked from a sold estimate, you can correct the issue. 1. [Search](/v1/docs/use-search-in-servicetitan) and open the job invoice you want to fix double costing for. 2. Remove the tasks from the job’s invoice by clicking the **X** icon on each task line. 3. A confirmation pop-up opens. Click **OK** to remove the task from the job. 4. The *Delete* confirmation opens. Click **Yes** to confirm the work will be done on another project and unbook the task on the sold estimate. > [!NOTE] > **Note:** If you click **No**, the item is removed from the invoice, but the item on the estimate can't be booked into another job. Use this option to keep the estimate status as Sold for sales reporting purposes. After removing all of the tasks, either [assign technicians to the job](/v1/docs/manage-technicians-on-appointments#assign-unassign-or-reassign-technicians-from-a-job-record) or [cancel the job](/v1/docs/cancel-a-job) and return to the project to book a new job from the project directly. ## Want to learn more? - See [Manage projects](/v1/docs/manage-projects) - See [Understand project records](/v1/docs/understand-project-records) - See [Generate actuals](/v1/docs/generate-actuals) 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) An estimate that is sold by a sales tech, a service, maintenance, or install tech, or a CSR (over the phone) and the estimate total is above the sold threshold. What this triggers in ServiceTitan The sold estimate appears on the Follow Up screen. CSRs will book the job and assign a tech to perform the work. [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end. **What it does:** Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project. **Also called:** Milestone billing, Staged invoicing **Tags:** Roofing / Exteriors [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)