Assign findings across multiple estimates when you create an opportunity
This enhancement lets you spread a group of findings across several estimates in one pass, so each estimate carries only the findings it quotes.
Available inCore
Feature type
Enhancement
Industry
Residential Service and ReplacementCommercial Service and Replacement
Roles
AdministratorsManagersCSRsDispatchersTechnicians
Region
All regions
What's changing
Before, selecting several findings and creating an estimate put every finding on a single estimate, so the only way to split the work into parallel quotes was to build each estimate separately and link findings to it one at a time. Now, selecting two or more findings opens a chooser where you decide whether the findings belong on an existing opportunity or a new one, then map each finding to the estimate that should carry it. You can build estimates from scratch or from templates, assign the same finding to more than one estimate, and leave a row unmapped if that estimate does not need a finding. When you finish, ServiceTitan creates every estimate at the same time and opens the opportunity.
Workflow comparison — before & after
← Before
✓ After
1.Go to Follow Ups and open the Findings screen.
1.Go to Follow Ups and open the Findings screen, then select two or more findings and select Create Estimate.
2.Select the findings you want to quote, then create an estimate.
2.Choose Link to Existing Opportunity or Create New Opportunity.
3.Review the estimate. Every finding you selected is attached to it.
3.For an existing opportunity, select it from the list, then use the dropdown on each row to map a finding to an estimate.
4.To quote the work as separate estimates, build each estimate on its own and link findings to it one at a time.
4.For a new opportunity, choose Build from Scratch or Use a Template, name each estimate, and map its findings.
5.Track by hand which finding belongs on which estimate.
5.Select Next. ServiceTitan creates the estimates and opens the opportunity.
⚠ Quoting one visit as several estimates takes repeated passes, and the connection between an estimate and the finding that justified it is difficult to keep straight.
✓ One pass produces every estimate you need, each carrying the findings that belong to it, so the reason behind each quote stays visible to whoever presents it.
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Equipment Findings and any prerequisite configurations enabled.
02
Confirm your team is capturing findings in the field, and that the ServiceTitan Field Mobile App is in use, so there are findings available to distribute.
03
Identify the jobs where you regularly quote one visit as several estimates, and decide which of those should use a new opportunity and which should attach to an existing one.
04
Train estimators and sales representatives on the mapping screen, including how to leave a row unmapped and how to assign one finding to more than one estimate.
05
Bookmark any Knowledge Base articles or Academy videos for team training.