Manage estimate templates

Overview

Manage your estimate templates to group similar estimate templates on proposal templates to offer good/better/best options in ServiceTitan Mobile. You can edit and customize your estimate templates to create templates based on your business needs.

Things to know

• Office users need the Edit Estimates permission to edit estimate templates.

• Estimate Templates need to be in a proposal template to be used in ServiceTitan or ServiceTitan Mobile. For details, see Build and sell estimates in ServiceTitan Mobile.

Filter estimate templates

1. Go to the navigation bar and click Pricebook.

2. In the side menu, click Templates. Your template library opens. The Estimate Templates tab shows a table of your estimate templates.

3. To sort the table:        

   1. Click a column name to sort the table.

   2. Click the Filter icon for a column to add a filter to the column. 

4. To manage an estimate template, click More and select an item from the menu:        

   1. View/Edit Details: Open and edit the estimate template details.

   2. Duplicate: Create a copy of the estimate template.

   3. Deactivate: Remove the template from any proposal templates it was added to.                 

      Note: Use the More menu to reactivate a deactivated template. When you reactivate an estimate template, it's automatically re-added to any proposal templates it was previously added to.

Edit an estimate template

1. From the navigation bar go to Pricebook.

2. In the side panel, click Templates and go to Estimate Templates tab.

3. Select the item you want to edit and click More.

4. Click View/Edit Details to edit the template.

5. Hover over the item name and click the Open to view/edit full details icon.

6. On the pop-up that opens, edit the item fields as needed.        

   Note: If you're editing a dynamic estimate template, most fields are greyed out and uneditable.

7. When finished, click Save.        

   Note: Editing an item does not affect the item details in your pricebook. Only the estimate template is affected.

To change the order of items on the estimate template:

1. At the bottom of the template, click Advanced Ordering.

2. Click the arrows to move items up or down on the estimate.

3. When finished, click Save Order.

4. When you're done adding and editing items, click Save Template. 

Want to learn more?

• See Create estimate templates

• See Edit pricebook items

• See Dynamic Pricing