Copy an estimate from one job to another jobLast updated on 03/31/2022
Things to know
If you are trying to copy an estimate from another job, that job must be complete.
Copy an estimate from one job to another job
In ServiceTitan Mobile, you can copy an estimate over from one job to another job, based on the job history. To copy an estimate from one job to another, complete the following:
Navigate to the job you wish to copy an estimate to.
Tap Previous estimates.
Select the estimate you wish to copy over.
A flyout will appear, where you can confirm estimate details. Once you have confirmed estimate details, tap Add as estimate.
A pop-up will appear, asking Would you like to add estimate? Tap Add.
The estimate will be copied over to the current job.
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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.