Estimate workflowsLast updated on 03/02/2023

The three basic estimate workflows that technicians will perform in ServiceTitan Mobile are:

• Selling an estimate and performing the work immediately

• Selling an estimate and returning later to do the work

• Not selling an estimate immediately but following up later

Below is a quick overview of these three workflows

An estimate is sold and the technician performs the work immediately

1. Technician taps Estimates from the Job Screen and builds an estimate.

2. Taps Present to show the estimate to the customer.

3. The customer agrees to the work.

4. Taps Sign/Accept and has the customer sign.

5. The technician taps Yes I have the items to do the work. The sold estimate items are added to the job invoice.

6. The technician completes the work and closes out the job.

An estimate is sold, work will be scheduled later

1. Technician taps Estimates from the Job Screen and builds an estimate.

2. Taps Present to show the estimate to the customer.

3. The customer agrees to the work.

4. Tap Sign/Accept to have the customer sign.

5. The technician taps No, Work will be done later.

6. The office uses the Sold Estimates tab on the Follow Up screen to book the job.

Note: When selecting No, the sold estimate items are not added to the current job invoice.

No estimate is sold, customer wants you to follow up

1. Technician taps Estimates from the Job Screen and builds an estimate.

2. Taps Present to show the estimate to the customer.

3. The customer needs more time. No estimate is sold.

4. The technician closes out the current appointment.

5. The office can use the Opportunities tab on the Follow Up screen to follow up with the customer and sell the estimate.

Click Follow Up to book sold and unsold estimates. Below is a quick overview of both workflows:

Follow up on sold estimates

1. Click the Sold Estimates tab on the Follow Up screen.

2. Click on a sold estimate to go to the estimate screen. The customer's contact information is there, making it easy to call or email.

3. If you aren't able to reach the customer, make sure to log the follow-up.

   1. On the estimate screen, click View Opportunity.

   2. Click Log a follow-up at the bottom of the page.

   3. The log options open. You can click the Log Templates dropdown to add pre-written notes or enter your own in the Notes field, click the Change appointment date field to set your next follow up date, select Copy to Customer Notes, and Copy to Location Notes. When you are done, click Save.

4. To book the job, select the items to include then click Book new job.

   • When you book a job for a sold estimate, you can select all items, or you can select specific items if the customer wants to split the work up into multiple jobs.

Follow up on unsold estimates

1. Use the Unsold Estimates tab on the Follow Up screen.

2. Click on an Unsold Estimate, this will take you to Opportunity Follow Up.

3. On the Opportunity Follow-Up screen, you can:

   • Click Call the Customer, Log a follow up or Upload an attachment at the bottom of the screen.

   • View estimate details, so you can talk to the customer about the proposal.

   • Click the Edit to make changes.

   • Click Sold/Convert when the customer says yes and assign credit to whoever sold the estimate.

4. Once you sell an estimate, you’ll be able to book the job.

5. If the customer says yes but isn't ready to schedule the job yet, the sold estimate will be available on the Sold Estimates tab to schedule later.

Add estimates from customer and location records to projects.

1. Open an estimate and using the Actions dropdown select Add to Project.

2. Choose whether to Create a new project or select a project that already exists.

The estimate is now found in the Estimates section of the project.

• See What to do if a tech taps perform work now by accident

• See Estimates and Sales - FAQ