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Estimates and sales

  • Get started
  • Follow ups and opportunities
  • Online estimates
  • Proposal templates
  • Build and sell estimates in Mobile

Get started

Estimate workflowsLook up estimatesUnderstand costing precision

Follow ups and opportunities

Use the Follow Up screenFollow up on opportunities

Online estimates

Use Online Estimates

Proposal templates

Proposal templatesCreate and edit estimate templatesAdd and edit proposal typesCreate and edit proposal templatesCreate item groups on estimate templates

Build and sell estimates in Mobile

Build and sell estimates in ServiceTitan MobilePresent and sell estimatesSell previously created estimates in ServiceTitan MobileCopy an estimate from one job to another job

Build and sell estimates from the office

Manage estimates in ServiceTitanSell estimates in ServiceTitan

Learn more about estimates

What to do if a technician taps "Perform work now" by accidentUnsell sold estimatesUse HTML to customize jobs, invoices, and estimates: recommended workflow

Property data

Use property data

FAQ

Estimates and Sales - FAQ

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