Create an estimate for Commercial opportunitiesLast updated on 02/16/2023

You can create an estimate from a job if a technician needs to go out in the field and assess the needs of the job or project:

1. Book a job. 

2. After the job is booked, the technician assigned to the job can go to the job site and collect job details such as photos, forms, and notes. For more on how to add notes and images to a job see: 

   • Add media to a job, and mark photos with Doodle

   • Add notes in ServiceTitan Mobile

   • Add media to a job with mobile phone capture

   • Add technician forms in ServiceTitan Mobile

3. After the job is complete, in the office, use the information collected by the technician to create an estimate from the:

   • Job invoice

     1. Search for and open the job invoice for which you want to create an estimate. 

     2. From the side menu, click Add an estimate.

        Build Estimate(s) opens. You’re now ready to build an estimate from this invoice.

   • Job record 

     1. Search for and open the job record for which you want to create an estimate. 

     2. Click the Job Actions dropdown and select Add an Estimate.

        Build Estimate(s) opens. You’re now ready to build an estimate from this job.

If you have sufficient details available for the job or project—such as blueprints or CAD drawings—you can create an estimate from the Call Booking screen or the location record.

See Use Online Estimates