This improvement allows technicians to present up to three estimates at once on tablets using a new side-by-side landscape layout.
What's changing with the estimate landscape view optimization?
Before, technicians used the Present Proposal screen to show estimates, but the layout only showed one estimate at a time, limiting how customers could compare options. Now, when there are multiple estimates, the landscape and portrait layouts show up to three at once. The new layout highlights estimate summaries, pricing that includes financing, and key indicators like media and equipment findings, making it easier to review options during the job. Technicians have more control over presentation, including the ability to select the primary thumbnail image for each estimate.
Before and After
Before (Current)
Open a job and tap Present Proposal on the Estimates screen.
Scroll through estimates one at a time.
Tap to view details for each estimate.
Manually explain differences to the customer.
Share estimates individually.
Impact: Harder for customers to compare options, increasing time and pressure during estimate review.
After
Open a job and tap Present Proposal on the Estimates screen on a tablet.
View up to three estimates in side-by-side columns.
Scroll horizontally to see more estimates.
Tap to expand summary or view estimate details.
Share or accept estimates with updated action buttons.
Impact: Helps customers quickly compare estimates and decide with less sales pressure on technicians.
Test changes in the Field Mobile App: 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
Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A technician taps Present Proposal to show three system replacement estimates side-by-side, helping the customer choose based on price, rebates, or savings.
During a job, the customer asks to see previous estimates. The technician scrolls horizontally to bring them into view and tap into one for more detail.
A technician uses media and findings indicators to show what's behind each recommendation, adding credibility without needing a sales pitch.
How to Prepare
Train technicians on using the new landscape layout with multiple estimates.
Align sales team expectations around proposal presentation on tablets.
Confirm tablets used in the field support horizontal scrolling and full-screen viewing.
Bookmark internal guides for presenting estimates as proposals and other estimate workflows.
Review estimate templates to make sure key value points like financing and savings display correctly.
Resources
Knowledge Base topic: Present and sell estimates in the ServiceTitan Field Mobile App