This improvement gives technicians and salespeople a full set of estimate actions on completed jobs in the Field Mobile App, so follow-on work can be sold and managed without switching apps or returning to the office.
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What's changing?
Before, key estimate actions were unavailable on completed jobs in the Field Mobile App. Selling follow-on work, editing estimates, and adding materials required switching to the Opportunities section of the app to sell an estimate on a completed job or waiting until returning to the office. Now, you can take a full set of estimate actions directly on completed jobs—sell an estimate, edit sold and unsold estimates, duplicate, rename, delete unsold estimates, add materials, add notes, add attachments, add findings, add energy savings, assign thumbnails, and generate Spec-Based Estimate Templates (SBETs)—from the Field Mobile App, online or offline. Generating SBETs requires an internet connection. All other actions support offline use and sync automatically when connectivity is restored.
Resources
Before and After
Before (Current)
Complete a job in the Field Mobile App.
A homeowner or site contact requests follow-on work.
Open the Opportunities section of the app and sell an estimate on the completed job, or return to the office to sell or adjust the estimate.
Notify the office separately to schedule the follow-on job.
Impact: Salespeople must switch apps or return to the office to manage estimates on completed jobs. This delays follow-on sales and increases the risk of work being tracked outside ServiceTitan.
After
Complete a job in the Field Mobile App.
A homeowner or site contact requests follow-on work.
Open the estimate on the completed job in the Field Mobile App and select the action you need—sell, edit, add materials, add notes, or more.
Sell the estimate to mark it as "Perform Work Later." The office can book a new job from the follow-up without touching the completed job's financials.
Impact: Salespeople and technicians manage follow-on estimates end-to-end from the Field Mobile App—even without connectivity—so follow-on work is captured and handed off cleanly to the office.
Who uses this feature
All business types
Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
An HVAC technician completes a heating job. Later, the homeowner asks about replacing the water heater. The technician opens the completed job, sells the existing water heater estimate as Perform Work Later, and adds a note with the homeowner's preferred timeline. The office schedules the replacement job from the follow-up.
A plumber finishes a drain repair and spots corroded pipes nearby. The technician opens the unsold estimate on the completed job, adds the affected pipe items, and renames the estimate to reflect the updated scope—all without leaving the Field Mobile App.
A technician duplicates an existing estimate on a completed job to create a scope variation for the homeowner, then adds energy savings information to support the recommendation before leaving the site.
Commercial Service and Replacement
A commercial HVAC technician completes a rooftop unit inspection and identifies a compressor issue. The technician opens the completed job, edits the unsold estimate to add parts and labor, and attaches manufacturer specs before the changes sync to the office.
After completing a lighting repair, an electrician sells a preventive maintenance estimate on the completed job as Perform Work Later. The office books the follow-on service visit from the resulting follow-up.
A technician completes a refrigeration service call and attaches a findings form to the estimate on the completed job to document the observed conditions for the property's records.
Residential Construction
A project superintendent completes a framing inspection and identifies scope changes. The superintendent opens the estimate on the completed job, edits the unsold estimate to reflect the changes, and adds notes before the project coordinator reviews.
After a pre-construction walkthrough is marked complete, a salesperson duplicates an existing estimate to create a revised option for a different material selection, then renames both estimates for clarity ahead of the homeowner meeting.
A project manager adds energy savings data to an estimate on a completed job to support a homeowner's decision about insulation upgrades before the next phase begins.
Commercial Construction
A project foreman completes a concrete pour phase and identifies additional scope. The foreman opens the estimate on the completed job, adds materials to reflect the change, and saves the edits offline before returning to connectivity.
After a mechanical rough-in job is completed, a salesperson generates an estimate on the completed job to create a formal proposal for the next phase of work.
A project manager deletes an unsold estimate on a completed job that was superseded by a revised scope document, keeping the estimate list accurate before the handoff meeting.
Roofing
A roofing salesperson completes a storm damage assessment and marks the job complete. The homeowner decides to add gutter replacement to the project. The salesperson sells the existing gutter estimate as Perform Work Later so the office can schedule the production job.
After a reroof inspection is completed, a salesperson edits a sold estimate to update shingle specifications after the homeowner upgrades their selection. With the sold estimate editing configuration enabled, the change is made from the roof—even without connectivity—and syncs automatically when back online.
A roofing technician adds aerial measurement attachments and energy savings data to an estimate on a completed job before the salesperson presents the final proposal.
How to Prepare?
To allow technicians to edit sold estimates, have an administrator reach out to their Customer Success Manager or Technical Support to enable the Allow technician to edit sold estimate configuration in ServiceTitan.
Confirm that technician roles have the correct permissions for each action: Sell Estimate (to sell), Edit Estimate (to edit sold and unsold estimates), Delete Estimate (to delete unsold estimates), Edit Estimate Name and Summary (to rename), and Add Estimate and Invoice Item (to add materials).
Identify which field staff sell follow-on work from completed jobs and confirm they are running Field Mobile App 18.0 for iOS or Android.
Train field staff on the new estimate actions available on completed jobs, including the Perform Work Later sell flow and offline behavior. Note that generating Spec-Based Estimate Templates requires an internet connection.
Align your office team on the follow-on job handoff: when a salesperson sells an estimate on a completed job, a follow-up is created for the office to book a new production job.