Service Titan Knowledge Base

Manage estimates in ServiceTitanLast updated on 11/18/2022

This article helps you understand how you can add an estimate and estimate template to an existing job, or how you can build an estimate from the Calls screen. It also shows how you can work with estimates after an estimate is built.


Things to know

  • When you build an estimate from the Calls screen, the system creates an estimate that is not tied to an existing job or project unless you book a job during the process.

  • When you build an estimate from the Calls screen, you can’t access the estimate to make changes. To be able to edit the estimate, you should book a job. You can also go to the customer record to pull up the estimate. For more information about customer records, see Find a customer or location record.

  • You can add an estimate to any previous or current job. We recommend you add an estimate to jobs when you want to create a project from an existing job, or when you need to add additional work for an existing job.


Add an estimate to an existing job

  1. Select the job to which you want to add an estimate. Tip: You can find the job using Search.

  2. From the Actions dropdown, select Add an Estimate.

    The Build Estimates pop-up opens.

  3. Click Build Estimate.

  4. The Create Estimates section opens. Enter information as needed:

    • Customer and Locations: In this section, you can see the customer details for whom you want to create an estimate.

    • General Details: In this section, you can provide general details about the estimate.

    • Price Details: In this section, you can provide information about following up and pricing.

    • Sale Information: In this section, you can provide information about how the estimate is sold.

  5. When you're finished, click Save.


Add an estimate template to an existing job

  1. Select the job to which you want to add an estimate template. Tip: You can find the job using Search.

  2. From the Actions dropdown, select Add an Estimate. The Build Estimates pop-up opens.

  3. Select the estimate template you want to add to the job. Note: You can select multiple estimate templates.

    Tip: Hover over the number of the estimate template to see the name, label, and price of the estimate.

  4. When you’re finished, click Done.


Build an estimate from the Calls screen

If you are not already on a call:

  1. Go to the navigation bar and click Calls.

  2. On the Call screen, find a customer or service location record. For more information on how to find a customer or location record, see Manage customer and service location records.

  3. Select the service location. Note: If the location record pop-up opens, you can close it.

  4. Go to the Overview section.

  5. From the Business Unit dropdown, select the business unit you want. For example, HVAC.

  6. In the Summary field, provide an estimate summary. Note: To build an estimate, the Business Unit and the Summary fields are required.

  7. Click Build estimate.

    The Estimate screen opens. After building the estimate, you can work with the estimate, including naming the estimate, printing the estimate, emailing the estimate, or setting other estimate details For details, see Export an estimate in ServiceTitan.


Export an estimate

If you create an estimate that has a large number of items, such as 100 items or more, we recommend you export an XLSX template where you can add all your items to the template, save it to your computer, and import it back to ServiceTitan.

To export an estimate template:

  1. Open the estimate you want to export.

  2. In the Costing tab, select Export as Template from the Actions dropdown.

  3. Make changes as needed. Tip: To remove an existing item, enter 0 in the Active field for that item. To edit an existing item on the estimate, the item should have an ID assigned from ServiceTitan in the Id column of the XLSX template.

  4. From the Actions dropdown, select Import from Template.

  5. Select the updated estimate XLSX file from your device and upload it.


Edit an estimate

  1. Open the estimate you want to edit.

  2. Click the Edit Estimate Edit icon icon.

  3. In the Update Estimate section, make the changes you want.

To print the estimate, click the Print print.png icon and follow your device prompts to complete the printing.


Email an estimate

If you want to email an estimate:

  1. Click the Email Email icon icon. The Email Estimate form opens.

  2. Complete the form.

  3. When you’re finished, click Send.


Duplicate an estimate

To duplicate an estimate, click the Duplicate Duplicate icon icon and on the verification pop-up message, click Yes to confirm.

On the Estimate page, you can also create new estimate items. For more information, see Sell estimates in ServiceTitan.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.