Mobile estimates redesignLast updated on 04/18/2022

• Estimate items include photos and detailed information boxes

• Rebate and energy savings details are included in estimate details

• Load calculator estimates the HVAC unit capacity needed for a home or room

• Seasonal energy efficiency ratio (SEER) calculator estimates energy savings which are included when presenting estimates

• Improved navigation between estimate options when presenting proposals to customers

• HVAC load calculator is in open beta and subject to change. For more information, contact your success manager or implementation specialist.

When you spec out an HVAC installation job at a service location, use the HVAC Load Calculator to estimate the recommended system size.

1. From the job screen side menu, tap the Calculator icon.

   HVAC Load Calculator opens.

2. Answer the questions based on your findings:

   • Where is the house located?—Select the region that corresponds to the service location.

   • What is the square footage?—Enter the area of the HVAC service location in square feet.

   • What is the ceiling height?—Enter the height of the HVAC service location in feet

   • How would you rate the insulation?—Select the insulation quality at the service location

   • How much sunlight does it get?—Select the amount of sun exposure

   • How many windows does it have?—Select the number of windows at the service location

   • Are the doors and windows well sealed?—Select the seal and insulation quality of the doors and windows

   • Does the house have these rooms? —Indicate if the service location has a glass sunroom or kitchen

   • How many people live there? —Select the number of individuals who occupy the service location

   • Extra Devices Heat Wattage?—Heat caused by other devices such as lights, electronics, or ovens in kilowatt-hours

3. Tap Calculate. A pop-up opens showing the estimated capacity needed for the installation.

4. Tap Save to Job to include the recommended capacity on the job record.

With the mobile estimates redesign, you build estimates in ServiceTitan Mobile as you do in the standard mobile workflow. You can either build estimates manually or use proposal templates to add a selection of prebuilt estimates, which can save time and enhance the user experience.

The estimates redesign includes two new fields in the Estimate Details section that allow you to add rebates and energy savings.

Add rebates to an estimate

You can add a rebate to an estimate so users can factor in the rebate amount when considering an installation. Note: Make sure your technicians are able to provide users with any related rebate forms.

1. From the job screen side menu, tap Estimates.

2. Tap the estimate that you want to add a rebate to. The estimate opens.

3. In the Estimate Details section, tap Add Rebates. A pop-up opens.

4. In the Title field, enter the name of the rebate as you want it to appear on the estimate.

5. In the Amount field, enter the amount of the rebate, including text. For example,$50.00 or Up to $200. Note: The rebate amount does not affect the estimate or invoice subtotal.

6. When you’re done, tap Add.

   Note: Tap the rebate in the Estimate Details section to view rebate details. Tap Edit to revise the rebate details.

The rebate amount displays with the estimate when you present estimate options to customers.

Add energy savings to an estimate

Use the SEER Energy Savings Calculator to estimate the savings in electricity costs. You can include energy savings on the estimate.

1. From the job screen, in the side menu, tap Estimates.

2. Tap the estimate that you want to add energy savings to. The estimate opens.

3. In the Estimate Details section, tap Add Energy Savings. A pop-up opens.

4. You can enter savings manually or use the energy savings calculator:

To enter savings manually:

• In the Title field, enter the name of the energy savings as you want it to appear on the estimate. Tip: Include the number of years the amount covers. For example, if the energy savings covers two years, enter Expected Savings Over Two Years.

• In the Amount field, enter a dollar amount of savings the customer can expect.

• When you’re done, tap Add.

To use the SEER calculator:

• Tap Use Calculator.

The SEER Energy Savings Calculator opens.

a. Under the Title field, tap Expand for each dropdown to enter the following details:

• Location of Install—State where the service location is located

• AC Capacity—BTU capacity of the HVAC system on the estimate

• Current SEER—SEER rating of the customer’s current HVAC system

• New SEER—SEER rating of the HVAC system on the estimate

b. Under Show Savings for, select how many years you want to show savings for on the estimate. Tip: If the Title field is blank, the year selection auto-fills the Title field.

c. When you’re finished, tap Calculate. A pop-up opens showing the amount of expected savings.

d. To add the savings amount to the estimate, tap Save to Estimate.

The savings amount displays with the estimate when you present estimate options to customers.

Presentation mode in ServiceTitan Mobile includes the following estimate details:

• Energy savings

• Rebate amounts

• Membership discount savings

• Pricing

• Images of estimate items Tip: If an estimate includes multiple images, you can swipe through to view them.

After you build your estimates, you can present them as a proposal for users to review:

1. From the job screen, in the side menu, tap Estimates.

2. Tap Present.

   Note: If you have a financing integration, for each estimate, you can swipe between the full estimate price and financing payments.

3. Present the proposal to the customer for their review. Note: If you have a financing integration, tap Financing to apply for credit for the customer. Financing details are automatically added to the proposal.

4. For an individual estimate, tap View to see estimate details.

5. From the estimate details you can:

   • Tap E-Sign to email one or more of the estimates to the customer for their review and signature.

   • Tap Sign and Accept to have the customer authorize the work listed on the estimate.

6. Tap the Arrow icon to view other estimates in the proposal.

• Visit ServiceTitan Academy to enroll in Mobile Estimates Best Practices

• See Build and sell estimates in ServiceTitan Mobile