Service Titan Knowledge Base

Use Online EstimatesLast updated on 03/22/2022

Use the Online Estimates feature to add a link to customer emails which lets them review and approve their estimates.

Things to know

  • If a technician emails and sells an online estimate while at a job as part of the contactless experience, they can choose whether to perform the work now or at a later time. Choosing to do the work now or later has different implications:

    • Perform Work Now—All items from the sold estimate are added to the job's invoice, and the sold type is set to Perform Work Now.

    • Perform Work Later—When the job is marked as Complete, a project is automatically created for the job, and the job is linked to the project.

  • Technicians can’t choose Perform Work Now for estimates sold online if any of the following are true:

    • A payment is collected for the job

    • The Customer Acknowledgement has been signed

    • The job is marked as Complete

    • The sold estimate already has items booked onto another job’s invoice

  • The Sold By credit is given to the employee who created the estimate, not the employee or technician who emailed the estimate.

Customize the Online Estimate email template

Once you have Online Estimates enabled, customize the invoice email template to include the {OnlineEstimateLink} text:

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, click Invoicing > Email.

  3. From the buttons on top, click Estimate.

  4. Add {OnlineEstimateLink} into the body of the email.

  5. Review the preview of the email. When you are finished, click Save.

Send an Online Estimate

After you customize the estimate email template to include the Online Estimates link, the \link appears anytime you send an estimate email to a customer. This applies whether a technician sends it via the ServiceTitan Mobile app or an office employee sends an estimate in ServiceTitan.

Online Estimate emails include a PDF version of the estimate as well as whatever else you have added to the template. You can also view the the job address and job or project ID on your estimate, so that you know what location, job, or project the estimate is for.

When the customer opens the email and clicks the link to the estimate, they see Online Estimates website. Here, they can view and approve their estimates.

After the customer selects Accept Now, they can review any terms and sign the invoice. Customers using a mobile device have the option to sign using their touchscreen, while customers using a computer can type an e-signature.

You will receive an email confirmation.

You will be able to see that the estimate was sent, sold, and signed in the job audit trail.

To learn more about selling estimates in ServiceTitan Mobile, see Present and sell estimates.

Set up alerts for Online Estimates

You can set up email and text notifications so that you receive an alert when an Online Estimate is viewed and when an Online Estimate is signed.

The alerts are called Customer Viewed Online Estimate and Customer Signed Online Estimate. For more information on how to set up email alerts, see Use alerts.

Want to learn more?

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.