Service Titan Knowledge Base

Create recommended estimatesLast updated on 03/22/2022

You will be able to create a recommended estimate only if there is more than one estimate for the job.


Steps

  1. Tap Estimates.

  2. Tap the Recommend checkbox on the estimate.

  3. You may mark more than one estimate as recommended.

Where can I see recommended estimates?

  • To see the recommended estimates for the current job, navigate to Estimates. Recommended will be checked. See above image.

  • To see recommended estimates from previous jobs, tap into the job from the main dashboard. On the Job screen, you’ll see Recommended estimates. When you tap Recommended estimates, a flyout will appear, listing unsold recommended estimates from previous jobs.




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