---
title: "Manage opportunity follow-ups with an enhanced interface"
slug: "manage-opportunityfollow-upswith-an-enhanced-interface"
tags: ["Area - Release Notes", "Role - All users", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement"]
updated: 2026-07-11T18:02:26Z
published: 2026-07-11T18:02:26Z
canonical: "help.servicetitan.com/manage-opportunityfollow-upswith-an-enhanced-interface"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage opportunity follow-ups with an enhanced interface

This improvement makes it easier to manage opportunity follow-ups from the Field Mobile App, without needing to call the office for assistance.

### What's changing with the follow-up opportunity enhancements?

Before, technicians using the *Opportunities* tab in the Field Mobile App couldn't edit estimates natively or view job details without help from the office. Now, technicians can deep-link to job details and edit estimates directly in the app. They also gain access to an Audit Trail, giving more context around activity history. This improvement supports better opportunity management in the field and faster follow-up conversions.

### Before and After

#### Before (Current)

1. Tap **Account > Opportunities** in the Field Mobile App.
2. Tap an opportunity to view its details.
3. To edit estimates or review job details, contact the office.
4. Estimate edits must be made by the office in the desktop version of ServiceTitan.

**Impact:** Delayed follow-ups and lost estimate conversion due to workflow gaps.

#### After

1. Tap **Account** **>** **Opportunities** In the Field Mobile App.
2. Tap an opportunity to view its details.
3. Review job details right from the opportunity. Tap an estimate in an opportunity to go to the **Estimates** tab, where you can select an estimate, and adjust items, pricing, and status.

**Impact:** Faster, field-based estimate management improves coordination and conversion.

[**Test changes in the Field Mobile App:**](/v1/docs/switch-between-next-and-go-environments-in-fma) Tap **Menu > Switch Environment** or tap **Switch to a different environment** on the sign in screen if you're not signed in.

### Who uses this feature

- Residential Service and Replacement, Residential Construction
- Technicians
- Region availability: All regions

---

### How it works for your industry

#### Residential Service and Replacement

- A technician reviews a past unsold estimate for a water heater through the *Opportunities* screen. They adjust pricing and resend the estimate during a scheduled follow-up.
- During a callback visit, the technician views the details of the opportunity and marks the estimate as sold.

#### Residential Construction

- A technician working a construction project taps **Menu > Opportunities**, reviews an old estimate for insulation add-ons, and revises it based on updated pricing.
- While reviewing open opportunities, the technician opens the job record right from the opportunity to confirm work done before updating line items.

### How to Prepare

1. Have an administrator make sure the *Access follow ups, Edit Estimates in Follow Up,* and *Allow editing Sold estimates* permissions are enabled.
2. Show technicians how to set reminders and view job details in *Opportunities*.
3. Decide when and how estimates should be edited in the field.
4. Review mobile estimate edits to track conversion and performance.
5. Keep a reference for using Opportunities tools during ride-alongs or coaching.

### Resources

- Knowledge Base topic:
  - [Follow up on opportunities in the ServiceTitan Field Mobile App](/v1/docs/follow-up-on-opportunities-in-fma)
  - [Update opportunities after following up in the ServiceTitan Field Mobile App](/v1/docs/update-opportunities-after-following-up-in-fma)

A downloadable log of who changed what record and when.

**What it does:** Provides change history for accountability, error investigation, and compliance across teams.

**Also called:** Change history

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

[Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)