Build and sell estimates in ServiceTitan MobileLast updated on 02/27/2023
When you’re on a job, you can build custom estimates that meet the needs of individual customers, or you can use estimate templates pre-built in the office for common jobs like fixing a leak or repairing a garbage disposal unit. Once built, you can present multiple estimates to the customer, sell it, collect payment, and then complete the job.
Things to know
If you’re presenting an estimate that was included in a proposal template from the office, you see proposal type labels like good/better/best. If you build an estimate in ServiceTitan Mobile, its label in presentation mode is replaced with a grey bar.
You can only add an estimate template to a job if it's included in a proposal template, but you can always build a custom estimate in ServiceTitan Mobile. For more on building proposal templates, see Proposal templates.
Build a custom estimate
You can build a custom estimate while on a job to give your customers several options to choose the best estimate for their needs. To build an estimate:
From the dashboard, tap VIEW CURRENT JOB.
Tap ESTIMATES.
Tap ADD ESTIMATE.
Enter a name and summary for the estimate, and tap ADD ITEMS.
Add one or more items to the estimate. As you add items, they appear at the top of the screen.
If your account is configured for it you can link services and materials to an installed piece of equipment by tapping Select Equipment to Service > selecting the equipment to link or adding a new piece of equipment > tapping SAVE.
When you're finished, tap DONE.
The Estimate screen opens where you can review your estimate. From here, you can:
Tap Duplicate to duplicate the estimate.
Tap Email to send a PDF of the estimate to the customer.
Tap Print to print the estimate.
Tap Materials to see each material included in the estimate.
From Summary, add photos, findings, additional items, rebates and energy savings
When you’re finished, tap DONE.
Add estimates from a proposal template
Proposal templates let you add estimates pre-built from estimate templates to a job for commonly performed tasks. To add estimates from a proposal template:
From the dashboard, tap VIEW CURRENT JOB.
Tap ESTIMATES.
Tap ADD ESTIMATE.
Add Estimate opens.
Tap SELECT on the proposal template you want to add to the job.
Tip: Tap a proposal template to see each included estimate template, prices, and labels.
Estimates opens, and you see each estimate included on the proposal template.
From Estimates, you can:
Add or remove items from an estimate.
Mark an estimate as Recommended.
Present and sell an estimate.
Add or remove items on an estimate
After you build an estimate, you can add or remove items on it to suit the needs and budget of the customer. You can add and remove items on both custom estimates and estimate templates. To add or remove items from an estimate:
From the dashboard, tap VIEW CURRENT JOB.
Tap ESTIMATES.
Tap on the estimate you want to add or remove items from.
The estimate opens.
From the estimate, you can:
Tap Add items to add more items from your pricebook to the estimate.
Tap REMOVE to remove the item from the estimate.
Tap REPLACE to replace the item with another item from your pricebook.
When finished, tap DONE. The estimate updates with your changes.
Mark an estimate as Recommended
When you present estimates to customers, they see each estimate, its price, and potential savings if they have a membership with you. You can mark one or more estimates as Recommended, increasing the likelihood that the customer will purchase it.
To mark an estimate as Recommended:
From the dashboard, tap VIEW CURRENT JOB.
Tap ESTIMATES.
Select Recommend for each estimate you want to mark as Recommended. You can select more than one.
Present and sell an estimate
After you add an estimate template or build a custom estimate, you can present each estimate option to the customer and sell the estimate. Note that each estimate in ESTIMATES is presented at the same time. To present and sell an estimate:
From the dashboard, tap VIEW CURRENT JOB.
Tap ESTIMATES.
Tap PRESENT.
Presentation Mode opens with each estimate shown.
Once the customer selects the best estimate for their needs, tap VIEW on the estimate.
Ask the customer to sign the Customer Authorization, and then tap SIGN/ACCEPT.
Tip: You can also present and sell estimates without coming into physical contact with the customer. For more, see Use the Contactless Experience.
If you’re going to complete the work now, tap YES. If you plan to leave the job site and the work will be completed later, tap NO. When finished, tap APPLY.
Invoice opens.
Depending on the job type, you may need to collect signatures and equipment details. Tap each to complete required fields.
When finished, tap FINISH JOB.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.