FAQ
What if the estimate doesn't sell? What if the customer simply needs more time?
If an estimate doesn't sell, or the customer needs more time, you don't need to take any action unless your office has a specific procedure they want you to follow. All you need to do is close out the job. The office automatically sees that no estimates were sold and they can follow up with the customer.
Can the office see the estimates I create?
Yes. The office can see all estimates you create in ServiceTitan Mobile, whether the estimate sells or remains open.
I tapped Perform work now by accident. What do I do?
If you tap Perform work now by accident, do not delete items from the invoice. If you delete items, there is no record of the work that still needs to be booked.
Instead, call the office. An employee can resolve the booking without losing estimate details.
Can I perform work for multiple estimates sold on one job?
Yes. When you sell an estimate in ServiceTitan Mobile, you are presented with two options:
Perform the work now: This adds items from the sold estimate to the current job's invoice.
Perform the work later: The sold estimate appears in the office as a sold estimate that can be booked into a separate job.
You go through this process for every estimate you sell on the job.
Note: When booking jobs from the office, you cannot book multiple sold estimates into one job.
Can I combine two estimates from two different technicians?
No, you can't.
How to prevent technicians from deleting the estimate?
Note: There is no specific permission for deleting an estimate.
Go to the navigation bar and click Settings
.In the side panel, click Employees.
Select the technician profile you want to edit.
Select the Permissions tab.
Adjust the permissions to limit the ability to delete estimates. For example, enable the View estimate permission.
How do I invoice from a sold estimate using progress billing?
Progress billing can only occur in active projects. If you want to generate an invoice from a sold estimate using progress billing, do not initiate booking through the estimate screen. Instead, create an invoice from the project level to properly bill your customers throughout the project milestones.
For more on progress billing options, see the Choose progress billing options in projects section of the Introduction to project management article.
For more on progress billing without the AIA Billing style, see Progress billing.
For more on using Application for Payment (AFP) for progress billing, see the Use progress billing for project revenue section of the End-to-end guide to project management article.