Protect job profitability with Margin Granular Rules that block underpriced estimates
This enhancement to Sales Margin Control lets you set minimum and warning margin thresholds for specific roles, business units, and job types, and stops estimates that fall below the minimum from being sold.
Available inCore
Feature type
Enhancement
Industry
All business types
Roles
AdministratorsManagersTechnicians
Region
All regions
What's changing
Previously, you could set one global minimum margin percentage and override it for individual roles, and the result was a warning that a seller could read and then ignore. There was no way to set a different floor for different parts of your business, and no way to stop a low-margin estimate from being sold. Now you can set both a Global Minimum that blocks and a Global Warning Threshold that warns, and you can create custom rules scoped to a role, a business unit, a job type, or any combination of the three. Each rule can carry its own minimum, its own warning threshold, or a No Limit setting that turns enforcement off for the work that rule covers. When an estimate falls below the minimum that applies to it, the estimate can no longer be emailed or sold.
Workflow comparison — before & after
← Before
✓ After
1.Go to Settings, then Estimates, then Sales Margin Control.
1.Go to Settings, then Estimates, then Estimate Revenue Protection, then select Estimate Margin Control.
2.Enter a percentage in Global Minimum Margin %.
2.On the Margin % tab, enter your Global Minimum and your Global Warning Threshold. The warning threshold must be higher than the minimum.
3.In the Role-Based Rules section, select + Add Role to set a different minimum for a specific role.
3.Select Add Rule to create a custom rule, then choose a role, a business unit, or a job type. Set a minimum margin, a warning threshold, or turn on No Limit to remove enforcement for the work that rule covers.
4.Build an estimate and apply a discount that drops the margin below the minimum.
4.Build an estimate. When the margin lands between the warning threshold and the minimum, a warning appears and you can acknowledge it and continue.
5.Review the warning banner under the estimate items, then sell the estimate.
5.When the margin falls below the minimum, ServiceTitan blocks emailing and selling the estimate and shows the dollar amount needed to reach the required margin. Printing stays available.
⚠ The same margin floor applies across every business unit and job type, and a seller under pressure to close can proceed past the warning, so the shortfall only surfaces after the work is sold.
✓ Each part of your business is held to the floor that matches its cost structure, and work priced below that floor stops at the point of sale rather than showing up in a margin report after the job is committed.
How it works for your industry
Residential Service and Replacement
- A heating and cooling sales technician builds a furnace replacement proposal with accessories. A courtesy discount drops the margin below the floor set for the residential business unit, and the estimate cannot be sold until the pricing is corrected.
- A plumbing repair job carries a thinner margin than an install, so an administrator sets a lower minimum for the repair job type and a higher one for installs.
- A comfort consultation produces several options. The options that clear the warning threshold move forward, and the one that falls below the minimum is held back until the price is adjusted.
Commercial Service and Replacement
- A rooftop unit quote for a retail center is checked against the commercial business unit floor before it reaches the facilities manager.
- A negotiated repair discount for an office building triggers a warning rather than a block, so the seller can weigh the tradeoff and continue with a clear record of the shortfall.
- A multi-location maintenance account has its own job type with a dedicated minimum, so volume pricing stays inside policy across every site.
Residential Construction
- A change order for upgraded fixtures on a new build is measured against the construction business unit floor rather than the company-wide one.
- Late-job electrical extras that drop below the minimum are blocked from being sent to the homeowner's representative until the price is adjusted.
- A volume builder gives its production job type a lower floor and its custom job type a higher one, so both stay profitable on their own terms.
Commercial Construction
- A tenant improvement change order is checked against the minimum for that business unit before it reaches the general contractor.
- A project manager is given a role-scoped rule with more room to discount than a junior estimator, matching the authority each one actually holds.
- A design-build revision that falls below the floor stops at the send step, so a low-margin change order becomes a deliberate decision rather than an oversight.
Roofing and Exteriors
- A retail roof install and a repair job carry different cost structures, so each job type gets its own minimum margin rather than sharing one company-wide floor.
- A sales representative discounts to win a competitive bid. The estimate falls below the minimum for that business unit and cannot be sold until the price is corrected.
- An insurance-driven job type is set to No Limit, so margin enforcement does not interfere with claim-based pricing.
How to prepare
01
Confirm the minimum and warning margin percentages your business expects for each role, business unit, and job type before you build any rules.
02
Review the Edit Margin Thresholds permission. This is a new permission found under Employees in the Estimates section. It controls whether a role can set the global minimum and warning threshold, create or edit custom rules, change a rule's minimum or warning threshold, turn No Limit on or off, and change the role, business unit, or job type on a rule. It is enabled by default.
03
Identify the business units and job types where margin leakage is highest today, and write your first rules for those before rolling out more broadly.
04
Train sales and office staff on the difference between a warning and a block, including who to contact when an estimate cannot be sold.
05
Bookmark any knowledge base articles or Academy videos for team training.