Service Titan Knowledge Base

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

When an opportunity for a Commercial project is identified, create an estimate from the job or Call Booking screen before you begin building an estimate. Below you can find two ways to create an estimate for Commercial opportunities.


Create an estimate from a job

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: 

  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.


Create an estimate from the Call Booking screen

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.


Want to learn more?

See Use Online Estimates



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