Overview
Sales Margin Control lets office employees set minimum profit margins for estimates. ServiceTitan checks each estimate against these limits and alerts users when pricing falls below the required margin. This protects gross margin, prevents underpriced jobs, and standardizes pricing so every sold estimate supports healthy profit.
Who uses this feature
Administrators, Office employees and technicians
Primarily benefits Residential Service and Replacement business types, Residential Construction business types
Applies to all trades
Things to know
Role-based margin limits override the global minimum for employees assigned to that role.
Turning on No limit for a role lets those employees sell estimates at any margin and ignores the global minimum.
To have a role follow the global minimum again, remove that role from the Role-Based Rules list instead of using No limit.
Best practices
Start with a realistic global minimum margin that matches your company's profitability goals.
Use role-based limits to give higher minimums to dedicated sales roles and more flexibility to service technicians.
Avoid using No limit except for trusted roles that truly need full pricing flexibility.
Review margins regularly to confirm they're aligned with your discounting and commission policies.
Use cases
A sales representative creates a $10,000 estimate; the office global minimum is 25%. They see a warning when their margin falls to 18%, prompting them to adjust pricing before selling.
A technician role is set to No limit, allowing them to discount heavily in the field, while a Technician – Sales role has a 20% minimum margin to protect profitability.
A manager sets a higher minimum margin for sales reps than for standard technicians to align with different commission structures.
Set up Sales Margin Control
Set up Sales Margin Control to define minimum profit margins for estimates across your business.
Go to the top toolbar and click Settings
.In the side panel, go to Estimates > Sales Margin Control.
On the Sales Margin Control screen that opens, in the Global Margin section, enter the minimum margin for all roles in Global Minimum Margin %.
Note: Enter a positive percentage; negative values are not allowed. You can update this value at any time.
Option 1: To add a minimum margin for a specific role that overrides the global minimum:
In the Role-Based Rules section, click + Add Role.
In the Role dropdown, select the role you want to control.
Next to the role, click + Add Min Margin and enter the minimum margin percentage for that role.
Make sure the No limit toggle for that role is turned off.
Option 2: To allow a specific role to sell estimates at any margin:
If the role is not listed, click + Add Role and select the role.
Turn on the No limit toggle for that role.
Note: When No limit is turned on, employees with that role can sell estimates below the global minimum margin.
Option 3: To have a role follow the global minimum again:
In the Role-Based Rules list, find the role.
Click the trash icon next to the role to remove it.
Note: Removing the role from the list restores the global minimum margin for employees with that role.
When finished, click Save.
Work with margin limits on estimates on office
After you set up Sales Margin Control, estimate margins are checked against the global or role-based minimums whenever you work with estimates in the office.
Go to Projects > Estimates and open an existing estimate, or create a new one.
On the Estimate screen that opens, add items to build the estimate.
If the margin falls below the minimum, the gross margin turns negative and a warning banner appears under the Estimate Items section with the following message:
Your margin is $20 below the minimum requirement. Please adjust estimate item prices.
Adjust the estimate to meet the margin requirement. For example, you can:
Increase prices on existing items.
Add additional services or equipment.
Reduce or remove discounts and fees.
When the margin meets or exceeds the minimum limit, the warning banner disappears and you can sell the estimate.