Manage estimates in ServiceTitanLast updated on 07/13/2022
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. Also, it 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 to 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.
Build an estimate from the Calls screen
If you are not already on a call:
Search for a customer.
Select the service location you are building the estimate for.
Scroll to Overview.
Select a Business Unit and type a Summary. Note: The Business Unit and the Summary fields are required to build an estimate.
Click Build estimate.
Add tasks, equipment, material or an item group.
When you're finished, you can print, email or duplicate the estimate using the icons in the top right corner. For details, see Work with estimates in ServiceTitan.
Add an estimate to an existing job
Select the job to which you want to add an estimate. Tip: You can find the job using Search.
From the Actions dropdown, select Add an Estimate.
The Build Estimates pop-up opens.
Click Build Estimate.
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.
When you're finished, click Save.
Add an estimate template to an existing job
Select the job to which you want to add an estimate template. Tip: You can find the job using Search.
From the Actions dropdown, select Add an Estimate. The Build Estimates pop-up opens.
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.
When you’re finished, click Done.
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 XLS template where you can add all your items to the template, save it to your computer, and import it back to ServiceTitan:
Open the estimate you want to export.
From the Actions dropdown, select Export as Template.
An XLSX version of your estimate downloads to your device.
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 XLS template.
From the Actions dropdown, select Import from Template.
Select the updated estimate XLSX file from your device and upload it.
Edit an estimate
Open the estimate you want to edit.
Click the Edit Estimate icon.
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.
Email an estimate
If you want to email an estimate:
Click the Email icon.
Compose your email.
Attach any files or media you want to include. Tip: You can filter attachments by upload date, uploaded by and file type. You can also select all, deselect all and preview attachments.
Select any forms you want to include.
Select whether you want to email all estimates on a job at one or only send the estimate you have open.
When you’re finished, click Send.
Duplicate an estimate
To duplicate an estimate, click the Duplicate icon and on the verification pop-up message, click Yes to confirm.
In 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.