--- title: "Use Online Estimates" slug: "use-online-estimates" updated: 2026-10-15T03:42:46Z published: 2026-10-15T03:42:46Z canonical: "help.servicetitan.com/use-online-estimates" --- > ## 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. # Use Online Estimates ## Overview Use the *Online Estimates* feature to add a link to customer emails which lets them review and approve their estimates. [Online Estimates Video](https://fast.wistia.net/embed/iframe/nwg502avnt?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Office Employees - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. To update your account, please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - If a technician emails and sells an online estimate while at a job as part of the [contactless experience](/v1/docs/contactless-experience-in-servicetitan-mobile), they can choose whether to perform the work now or later. Choosing to do the work now or later has different implications: - **Perform Work Now:** All items from the sold estimate are added to the job's invoice, and the sold type is set to *Perform Work Now*. - **Perform Work Later:** When the job is marked as *Complete*, a project is automatically created, and the job is linked to the project. - Technicians can't choose *Perform Work Now* for estimates sold online if any of the following are true: - Payment is collected for the job - The *Customer Acknowledgement* has been signed - The job is marked as *Complete* - The sold estimate already has items booked onto another job's invoice - The *Sold By* credit is given to the employee or technician who created the estimate, *not* the employee or technician who emailed the estimate. ## Customize the Online Estimate email template When you enable Online Estimates, customize the invoice email template to include the {OnlineEstimateLink} text: 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D). 2. In the side panel, click **Invoicing** **>** **Email**. 3. From the buttons on top, click the **Estimate** tab. ![Email settings for sending an estimate with placeholders for customer details and links.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-xebk03i3.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) 4. Select the default expiration date for the online estimate link. > [!NOTE] > **Note:** These settings apply to all estimates unless a custom date is manually selected when sending the estimate. If you do not select an expiration date, the default duration of 30 days automatically applies to new customers. ![Email settings showing online link expiration options for estimates and invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-38pu8o6x.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) 5. Specify the dates for resending the estimate if it is not accepted. > [!NOTE] > **Note:** The estimate will be resent until it's accepted or dismissed. ![Email settings interface showing options to resend an estimate and set expiration.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-xvlgbu1k.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) 6. Add {OnlineEstimateLink} into the body of the email. ![Email template showing placeholders for customer estimates and online estimate link.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-sak4t45l.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) 7. Review the preview of the email. When you are finished, click **Save**. ![Email preview showing a link to view estimates for the recipient.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-oc0fu2uk.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) ## Track and review estimate resend events When you resend estimates, the logs will be visible in the job and opportunity *History* sections. ![Email settings interface showing options for resending estimates and expiration details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-prjnjivl.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) To view estimate resend records: ### Option 1 1. In the *Job* screen, scroll down to the *History* section and click **Email**. ![Email history showing estimates sent to Ricky Smith from Good Company East, Inc.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-7rhj9zb6.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) ### Option 2 1. On the *Job* screen, click **View Opportunity**. 2. On the *Opportunity Follow-Up* screen that opens, scroll down to the history log records section. ![Opportunity follow-up details including job number, customer information, and invoice summary.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-s8uavc62.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) ## Send an Online Estimate When you customize the estimate email template to include the Online Estimates link, the link appears anytime you send an estimate email to a customer. This applies whether a technician sends it by ServiceTitan Mobile or an office employee sends an estimate in ServiceTitan. ![Email notification containing an estimate link and contact information for Good Company East.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-fsg2o57t.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) Online Estimate emails include a PDF version of the estimate and whatever else you have added to the template. You can also view the job address and job or project ID on your estimate, so that you know what location, job, or project the estimate is for. When the customer opens the email and clicks the link to the estimate, they see the *Online Estimates* website. Here, they can view and approve their estimates. ![Estimate summary for Carmona Profile Toilet with pricing details and membership savings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-k93g1xqt.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) When the customer selects *Accept Now*, they can review any terms and sign the invoice. Customers using a mobile device have the option to sign using their touchscreen, while customers using a computer can type an e-signature. ![User prompted to enter their name and agree to the estimate document.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-5g23c466.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) You will receive an email confirmation. You can see that the estimate was sent, sold, and signed in the job audit trail. ![Email notification showing an estimate sold for $1,854 and attached file details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-s623vzgq.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) To learn more about selling estimates in ServiceTitan Mobile, see [Present and sell estimates](/v1/docs/present-and-sell-estimates-in-servicetitan-mobile). ## Set up alerts for Online Estimates You can set up email and text notifications so that you receive an alert when an Online Estimate is viewed and when an Online Estimate is signed. The alerts are called Customer Viewed Online Estimate and Customer Signed Online Estimate. For more information on how to set up email alerts, see [Use alerts](/v1/docs/use-alerts). ![Alert settings for booking notifications with highlighted customer estimate options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-online-estimates-image-5uzlrfvs.png?sv=2026-02-06&spr=https&st=2026-10-30T19%3A12%3A35Z&se=2026-10-30T20%3A12%3A35Z&sr=c&sp=r&sig=cXHfb9M06ceG9BjgCnLO5%2FFpSfpsej4Q7eOgMTt%2BCnk%3D) ## FAQ --- ### #### When sending an estimate, can our pricebook pictures show on the PDF that's emailed instead of sending them as a separate attachment? You cannot send pricebook images in the PDF of an estimate. They can only show in the online estimate view. For more, see [Use Online Estimates](/v1/docs/use-online-estimates). ## Want to learn more? - See [Present and sell estimates](/v1/docs/present-and-sell-estimates-in-servicetitan-mobile) - See [Estimates and Sales](/v1/docs/estimates-and-sales)