Can't access an unsold estimate or opportunity from Follow Up in ServiceTitan MobileLast updated on 05/12/2023
The article helps you troubleshoot when a technician can’t access an unsold estimate or an opportunity in the Follow Up tab in the ServiceTitan Mobile when that same opportunity or estimate is visible on the Office side in ServiceTitan.
Problem
The technician has all permissions to access the Follow Up tab and access or edit estimates, but they can’t access an Unsold Estimate in ServiceTitan Mobile. However, the same Unsold Estimate is visible in the ServiceTitan Office application.
Solution
The technician can’t see an Unsold Estimate in the Follow Up section in ServiceTitan Mobile if the job is not completed. Unsold Estimates for all Jobs in any status appear on the Office side. But in ServiceTitan Mobile, technicians can only access Unsold Estimates for jobs that are in the Completed status.
Check the job status of the estimate
In ServiceTitan, go to the navigation bar and click Follow Up > Unsold Estimates.
Click one of the opportunities and click the associated job page.
Check whether or not the jobs are in the Completed status.
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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.