Manage estimates in ServiceTitanLast updated on 03/07/2023

• 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.

• When creating an estimate, you can apply a rate sheet.  

• Estimates can be used to track commercial or construction bids. They can be created either by the assigned technician on a job walk from mobile, or performed from the office end by an employee at a later time. For complex bidding that utilizes a third-party tool, ServiceTitan recommends that you utilize the estimate import from the office side.

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.

     • Rate Sheet: If you’re using Client Specific Pricing, you can apply a rate sheet to your estimate.

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

5. When you're finished, click Save.

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.

If you create an estimate that has 100 items or more, we recommend you export the estimate to an XLSX template. This helps you save time because you can make bulk updates to the estimates 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.

1. Open the estimate you want to edit.

2. Click the Edit Estimate icon.

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

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

If you want to email an estimate:

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

2. Complete the form.

3. When you’re finished, click Send.

To duplicate an estimate, click the Duplicate 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.

1. Search for and open the estimate you want to add items to.

2. In the Estimate Items section, click the item type you want to add and select the item.

3. If you want to add an Item Group, click Item Group. Create Item Group opens. 

   1. Select the Parent Item Type you want to add. 

   2. Click the Select Parent Item dropdown and select an item. 

   3. In the Name field, enter a name for the Parent Item. 

   4. In the Description field, enter a description for the Parent Item.

   5. Click the Project Labels dropdown and select a project label. 

   6. When you’re done, click Save. 

• Visit ServiceTitan Academy and enroll in Office Estimate Redesign

• See Sell estimates in ServiceTitan

• See Follow up on opportunities