--- title: "Set up an estimate by line item" slug: "set-up-an-estimate-by-line-item" updated: 2026-03-27T18:18:59Z published: 2026-03-27T18:18:59Z --- > ## 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. # Set up an estimate by line item ## Overview If you plan to bill your customer based on tasks completed, add items individually to your estimate. --- ### #### Who uses this feature - Accountants, administrators, estimators, and project managers - Primarily for Commercial Construction and Residential Construction business types. #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ![Estimate document showing tasks, pricing, and service locations for a project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-estimate-by-line-item-image-rijxa291.png) ## Things to know - You can serialize items in your pricebook which helps you track specific inventory items using serial numbers as unique identifiers. For more, see [Serialized Inventory](/v1/docs/get-started-with-serialized-inventory). ## Add items to an estimate by line item 1. [Search for and open](/v1/docs/use-search-in-servicetitan) the estimate you created for the project. 2. In the *Estimate Items* section, add the items you want to include in the estimate. For example, if you want to add equipment to the estimate, click **+ Equipment**and select the equipment you want to add. 3. Enter the price and quantity for each item you add to the estimate: 1. For tasks, use the *QTY*and *Unit Price* fields to enter the quantity and price for the task. ![Premier Water Heater details including quantity, unit price, and total price displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-estimate-by-line-item-image-182mzvr2.png) 2. For equipment, use the *QTY*, *Unit Cost*, and *Unit Price* fields to enter the quantity, cost, and price for the equipment. ![Estimate items table showing air conditioner details, pricing, and quantity information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-estimate-by-line-item-image-4ek05dx6.png) 3. For materials, use the *QTY*and *Unit Cost*and *Unit Price* fields to enter the quantity, cost, and price for the material. ![Table displaying material costs, including descriptions and quantities for various items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-estimate-by-line-item-image-216v700z.png) ## Bill customer for line items There are two ways you can bill your customer with line items: - Progress billing - Application for payment and continuation sheet ### Progress billing You can progressively bill your customer for items in an estimate: 1. [Search for and open the project](/v1/docs/use-search-in-servicetitan)you want to bill your customer for. 2. Click the **Actions**dropdown and select **Add Invoice**. ![Dropdown menu showing options including 'Add Invoice' highlighted for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-estimate-by-line-item-image-1bun1uyw.png) 3. On the *Add Invoice* screen that opens, click the **Business Unit** dropdown and select the business unit you want the bill to be reflected in. 4. When you’re finished, click**Add Invoice**. 5. At the top of the invoice record that opens, click **Invoice Closeout**. *Closeout for Invoice* opens where you can view all materials, equipment, and tasks requisitioned for the project through sold estimates. 6. Record the accurate consumption of items in the invoice. Enter values in the *Add Qty* column for each item. This ensures that your invoice has the accurate quantity of items used in the phase of the project. > [!NOTE] > **Note:** If the Qty column for the Item Name, Item Description, ST Part Number, Procurement Source, and Inventory Location fields is an exact match, then they share a single merged cell for the Qty Sold column.****** 7. If you want to bill your customer a certain percentage for the items in the estimate you can add the percentage in the *Add Qty* field. For example, if you want to bill your customer 50% for an item on the estimate, enter **0.5** in the *Add Qty* field for that item. 8. When you’re finished, click **Add to Job Invoice**. ![User interface showing quantities to return and add for job invoice processing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-estimate-by-line-item-image-byd0xkyr.png) A confirmation popup opens. 9. Click **Confirm**to proceed with the invoice closeout. 10. When you’re finished, click **Save**. ## Application for payment and continuation sheet To progressively bill, customers may require you to submit applications for payment and continuation sheets. If your customer requires that an invoice be provided in an Application for Payment format, see [Complete Application for Payment and Continuation Sheet](/v1/docs/complete-application-for-payment-and-continuation-sheet). Your Budget vs Actual table for the project now reflects the bill you’ve added for items on the project. The customer invoice lists each item on the project with details. ![Estimate document for trenching and piping work at ABC Elementary School.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-estimate-by-line-item-image-wgylszoe.png) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Estimates Basics](https://servicetitan.docebosaas.com/academy/learn/courses/346/estimates-basics) - See [Upload and edit estimates to use as templates for project management projects](/v1/docs/upload-edit-estimates-as-templates-for-project-management) - See [Sell estimates in ServiceTitan](/v1/docs/sell-estimates-in-servicetitan) - See [Manage Estimates in ServiceTitan](/v1/docs/manage-estimates-in-servicetitan)