Estimates and Sales - FAQLast updated on 02/27/2023

Yes, you can create estimates from the office.

• You can add an estimate to any existing invoice from the office. If the estimate is sold, a new job is created that can be assigned and scheduled. A project is automatically created that includes the original job and the new job.

• You can also configure your account to build estimates from the office before a job is booked.

Yes, estimates created from the office are immediately available in ServiceTitan Mobile.

Note: You can create estimates whether a job is in progress or if a job is scheduled and not yet dispatched.

The job audit trail lists all estimate actions including creation date, item edits, and more, as well as who performed each action. You can view the audit trail at the bottom of the job record.

When you sell an estimate from the office, you are asked who sold the estimate. Both technicians and office employees can receive Sold by credit. The name of the person who created the estimate is selected by default. Make sure to assign Sold by credit according to your office procedures.

Edit the Sold by field on the job to assign it to a technician on the job invoice. To edit the Sold by, complete the following:

1. Use the Search screen to navigate to the job.

2. Click the Pencil icon.

3. Use the Sold by dropdown to select the technician you want listed as the Sold by on the invoice.

4. When you're finished, click Save. The new Sold by technician appears on the invoice.

If a customer wants estimate copies, technicians can email estimates directly from ServiceTitan Mobile. Technicians can also print estimates from the mobile app if they have access to a printer.

In ServiceTitan Mobile, tap into the job. Tap Estimates from the left menu. Tap into the desired estimate. Buttons to email and print appear at the top.

Note: When technicians email estimates, they can attach images, forms, or PDFs available in the job history such as warranty information or photos.

If a customer needs more time to schedule the work, go ahead and sell the estimate and enter the Sold by credit. You can go to Follow Up > Sold Estimates to book the job later.

ServiceTitan is designed to make it easy to book install jobs immediately. When you sell the estimate, simply select the estimate services and click Book Job off the sold estimate.

If the customer is not moving forward with an estimate, you should dismiss the opportunity.

To dismiss the opportunity, click into the opportunity from Follow Up > Unsold Estimates and click Dismiss.

Note: You can dismiss the entire opportunity, which closes out all attached estimates or you can dismiss individual estimates that the customer has declined.

This prevents CSRs from doing unnecessary or unwanted follow-ups. When your CSRs go to Follow Up > Unsold Estimates to look up open estimates, they should be confident that every estimate listed is still a potential sale.

Deleting estimates is not recommended.

• Open estimates that are no longer desired or needed should be dismissed by going to Follow Up > Unsold Estimates.

• Estimates should only be deleted if they were created unintentionally or if the status of the estimate needs to be amended.

If you do need to delete an estimate, you can do this on the invoice screen. Navigate to the invoice (Search > Invoice). Go to the Estimates section of the invoice. Click X next to the estimate you want to delete. Click OK to confirm the deletion.

Proposal templates allow technicians to quickly offer prebuilt good/better/best estimate options. When a technician taps Add Estimate in ServiceTitan Mobile, they can select from a list of available proposal templates. For more, see Add estimates from a proposal template.

Yes. When a technician selects a proposal template, they can add and remove items on the estimates. Changes made to estimates do not affect the estimate templates they are based on.

Go to the navigation bar and click Follow Up. Then, click Sold Estimates. Use the business unit and date filters to narrow the list of sold estimates.

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.

Yes. The office can see all estimates you create in ServiceTitan Mobile, whether the estimate sells or remains open.

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.

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.