Create and edit estimate templatesLast updated on 04/14/2023

• Material items attached to service or equipment items are automatically added to estimate templates. They are uneditable and can only be removed by removing the linked service or equipment item.

• As you add items to an estimate template, the total cost and subtotal update automatically.

• Dynamic estimate templates change when you edit your pricebook. Static estimate templates do not update when you update your pricebook. If prices increase in your pricebook, the static estimate template price is unaffected.

1. Go to the navigation bar and click Pricebook.

2. In the side panel, click Templates. Your template library opens.

3. Click the Create dropdown and select Estimate template. Create Estimate Template opens.

4. In the Internal Name field, enter a name for your template as you want it to appear within ServiceTitan. Note: This name is not visible to customers.

5. In the Estimate Template Name field, enter the name of the estimate as it appears when presented to customers.

6. Enter additional details in the Summary field, or skip to the next step.

7. Under Estimate Template Type, select how you want items on the estimate template to be updated:

   • Dynamic: When you update your pricebook, any corresponding items on the template are automatically updated, including prices. Most item fields on the estimate are not editable.

   • Static: When you update your pricebook, any corresponding items on the template are not updated. You can update them manually. Most fields are editable.

8. When you’re done, click Continue to edit the estimate template.

To add items to the template:

1. Click Add Service, Add Equipment, or Add Material.

2. Use the search field to find the pricebook item you want to add. You can search by item code, name, or description.

3. Click the item to add it to the template.

To delete the item, click the Delete icon.

To adjust the quantity of an item, edit the QTY field.

Note: The quantities of attached material items automatically adjust.

To apply the item’s add-on price to the template, turn on the Is Add on? toggle.

To edit an item:

• Hover over the item name and click the Open to view/edit full details icon.

• On the pop-up that opens, edit the item fields as needed.

  Note: If you’re editing a dynamic estimate template, most fields are greyed out and uneditable.

• When you’re done, click Save. Note: Editing an item does not affect the item details in your pricebook. Only the estimate template is affected.

To change the order of items on the estimate template:

• At the bottom of the template, click Advanced Ordering.

• Click the arrows to move items up or down on the estimate.

• When you’re done, click Save Order.

When you’re done adding and editing items, click Save Template.

Tip: Make sure to enable the Apply dynamic pricing to sub-items added to a service toggle in Dynamic Pricing Settings.

1. Go to Estimate Templates.

2. Select a material item and click More and select View / Edit Details.

3. In the Edit Estimate Template that opens, add an item group by clicking +Item Group.

4. In the Create Item Group that opens, select a Parent Item Type, select a Parent Item, and a Name if necessary.

5. When you’re done, click Create.

6. In the Services section, click the Unit Price icon.

7. In the Price Calculation that opens, you can see the dynamic pricing calculation for services.

1. Go to the navigation bar and click Pricebook. 

2. In the side menu, click Templates. Your template library opens. The Estimate Templates tab shows a table of your estimate templates.

3. To sort the table:

   1. Click a column name to sort the table.

   2. Click the Filter icon for a column to add a filter to the column.

4. To manage an estimate template, click More  and select an item from the menu:

   1. View/Edit Details: Open and edit the estimate template details

   2. Duplicate: Create a copy of the estimate template

   3. Deactivate: Remove the template from any proposal templates it was added to

      Note: Use the More menu to reactivate a deactivated template. When you reactivate an estimate template, it’s automatically re-added to any proposal templates it was previously added to.

• See Edit pricebook items

• See Dynamic Pricing

• See Run the Price Setup Wizard