Service Titan Knowledge Base

Best practices playbook: Present multiple optionsLast updated on 02/23/2022


Present multiple options

Technicians should present customers with multiple options to choose from when they are out in the field. ServiceTitan recommends presenting customers with at least three options.

Business impact

Grow revenue for your business

When technicians present customers with multiple options, they will increase the average ticket, provide a better customer experience, and overcome customer objections. Presenting multiple options will grow revenue for your business.

Increase average tickets

Not all customers are the same, so technicians must appeal to a wide variety of buying profiles. Presenting customers with multiple options allows technicians to appeal to different buyer personas by educating customers on different methods to improve their home.

Provide a better customer experience

Allowing customers to review options with the technician via a tablet provides a better customer experience:

  • Technicians can thoroughly review options with customers and effectively answer customer questions and address customer concerns

  • Customers can easily see bundled options in an organized manner

  • Customers can view membership discounts and see the advantages of having a membership

  • Technicians can directly edit estimate options, based on customer needs

Overcome customer objections

When technicians do not sell an estimate, the company loses potential revenue. Completing follow ups with customers can be used to capture lost revenue. Technicians can use the follow up as a second chance to educate customers on the benefits of the product and potentially sell the estimate to the customer at a later time.

Implementation and training

Use service workflows and tools

Technicians are only as effective as they are trained to be. Using the following service workflows and tools will allow you to collaborate with your technicians and ensure your technicians have the tools they need to effectively present options to customers.

Use the Estimate to Invoice workflow

Technicians should always create estimates and flip them into an invoice.

Survey commonly faced situations and create option templates

Survey the most commonly faced situations by technicians when selling estimates, identify commonality among the situations, and create estimate templates for each situation. Each estimate template should include at least three options (four options are recommended for Electrical).

CSMs should then set a date to follow up with technicians to validate completion. The CSM may log into the account, verify if the templates have been built, and follow up with technicians by email.

Train technicians

Set regular training sessions (bi-weekly, bi-monthly, or monthly sessions).

Obtain technician feedback

Obtain technician feedback and adjust options:

  • Ask technicians which options they have found to be the most and the least helpful and why.

  • Ask technicians if they are building options outside of templates and/or if they are always making the same adjustment to the template.

  • Build additional templates, based on feedback. This will ensure that your options continually become more efficient.

Technicians can access training resources to learn more about how to present multiple options to customers. A variety of training resources can be accessed through the Knowledge Base, Academy, or TitanAdvisor.

Knowledge Base

Find documentation related to presenting multiple options by navigating to Knowledge Base > Mobile Handbook or you can click the following links for more information:

Overview: Building and selling estimates in Mobile

Step-by-step: How to present estimates and sell / convert estimates

Creating recommended estimates


Enroll in sales-related courses by visiting the Academy and searching for estimates or click the following links for more information:

Mobile 2.0 Basics

Mobile Estimates Best Practices


TitanAdvisor recommends features in ServiceTitan that can help you achieve your business goals. To view recommended sales-related features, go to the navigation bar and click the Rocket icon to open the TitanAdvisor Overview screen. From the side menu, click Selling & Performing Work. For more, see TitanAdvisor overview.

Adoption and performance

Overcome industry challenges

Technicians will often refrain from offering options due to four main industry challenges:

  • Communicating with customers can sometimes be difficult for technicians.

  • Options take time to build. If technicians are pressed for time or if they are tired after a long work day, they may skip building options.

  • Technicians who offered options at a prior job and were turned down often become discouraged to try again.

  • Technicians encounter various buying profiles and they must discern what customers need. Building multiple options allows technicians to appeal to all buying profiles.

  • Build option templates

  • Train and coach technicians frequently

Build proposal templates

Proposal templates help technicians overcome industry challenges by improving communication, increasing technician efficiency, encouraging frequency of options presented, and appealing to all buying profiles. Once an option template is built in the office, technicians can easily build additional value into the option by adding customer-specific descriptions, photos, videos, and more.

Tips & tricks for building proposal templates
  • Build the basics. Upgraded options and accessories can always be offered and added to the estimate at a later time.

  • Proposal templates can display member discounts to non-members, helping technicians sell more memberships.

For more information on proposal templates and upgrade options, see the following links:

Proposal templates

How to create upgrade options in the Pricebook

Ensure adoption and track performance.

Adoption is an ongoing process. You can track how well technicians are adopting and consistently presenting the multiple option workflow when they are out in the field.

Track technician performance on the dashboard. Technician performance should be reviewed every morning. To view technician performance on a daily basis, set the dashboard date range to Yesterday. Then, under Company Metrics, view the Options per opp KPI for Service, Maintenance, and Sales business units.

Service and Maintenance

Click the Productivity tab > Options per opp.


Click the All tab > Options per opp.

Options per opp (opportunity) is the average number of estimate options presented to customers per completed, convertible job. This KPI includes the total number of estimates created, including open, sold, and dismissed estimates.

A good options threshold is 2. Achieving a 2 means that technicians consistently presented estimate options to customers more than 50% of the time. Technicians that fall below the options threshold (less than 2) should receive additional coaching and training, as appropriate within their company culture.

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.