---
title: "Create estimates in the ServiceTitan Field Mobile App"
slug: "create-estimates-in-the-servicetitan-field-mobile-app"
tags: ["Area - Estimates and Sales", "Area - Field Mobile App (FMA)", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"]
updated: 2026-10-29T14:34:25Z
published: 2026-10-29T14:34:25Z
canonical: "help.servicetitan.com/create-estimates-in-the-servicetitan-field-mobile-app"
---

> ## 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.

# Create estimates in the ServiceTitan Field Mobile App

## Overview

While you're on a job, you can build estimates from a proposal template, build custom estimates, duplicate existing estimates and—for HVAC replacement jobs—use the estimate builder to generate a tiered proposal automatically.. This allows you to present options to the customer before completing the job.

> [!TIP]
> **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D).

[KB - Create Estimates in the ServiceTitan Field Mobile App Video](https://fast.wistia.net/embed/iframe/fenqg3e848?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Technicians
- Applies to all business types

#### Feature configuration

- The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements).
- If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com).
- The following permissions are required to use this feature. Please contact the account administrator on your team.
  - ***Create Estimate:*** Create and duplicate estimates.
  - ***Add Estimate and Invoice Item:*** Add items to estimates.
  - ***View Total Price* and *View item prices:*** View total and item prices on estimates.

## Things to know

- If you want to create more than one estimate, repeat the workflow steps.
- Estimates added to completed jobs are created as *Unsold*. For more on completed-job workflows, see [Add estimates, notes, and more to completed jobs in the ServiceTitan Field Mobile App](/residential-s-r/docs/add-estimates-notes-and-more-to-completed-jobs-in-servicetitan-field-mobile-app).
- The names of certain screens, tabs, and so on may be different based on your selection in **Menu** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms).
- The estimate builder currently generates options for HVAC replacement jobs only. For other job types, use a [proposal template](https://help.servicetitan.com/residential-s-r/docs/create-estimates-in-the-servicetitan-field-mobile-app#create-an-estimate-from-a-proposal-template-in-the-field-mobile-app) or [build a custom estimate](https://help.servicetitan.com/residential-s-r/docs/create-estimates-in-the-servicetitan-field-mobile-app#build-a-custom-estimate-in-the-field-mobile-app).

## Create an estimate from a proposal template in the Field Mobile App

> [!NOTE]
> **Note:** [Office setup](/residential-s-r/docs/create-and-edit-estimate-proposal-templates) is required to use proposal templates. Please contact the account administrator on your team.

To add estimate options from a proposal template:

1. Open your job and tap the **Estimates** tab.
2. If there are no estimates on the job, tap **Add estimates from template**.![Screen displaying no estimates, with options to add estimates from template or custom.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(91).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D)
3. If there are existing estimates on the job, tap **From Template**.
4. On the screen that opens, select the template you want to use.

> [!TIP]
> **Tip:** After you select a template, you can see each included estimate option, price, and label.

## Build a custom estimate in the Field Mobile App

1. Open your job and tap the **Estimates** tab.
2. If there are no estimates on the job, tap **Add custom estimate**.

![Screen displaying no estimates, with options to add estimates or custom estimates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(93).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D)
3. If there are existing estimates on the job, tap **Custom Estimate**.
4. On the screen that opens, add one or more items to the estimate.
5. As you add items, they appear on the screen. When finished, tap **Back** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-left.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) to finish adding the estimate.

> [!NOTE]
> **Note:** If you’re building an estimate on a tablet, you can rearrange items quickly by long pressing and dragging ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-drag-indicator.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) them.
> 
> ![Summary of evaporator coil repair options and associated costs for air conditioning unit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(95).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D)

### Create an estimate with the estimate builder

For HVAC replacement jobs, the estimate builder answers a short set of questions about the job and automatically generates a tiered (Good/Better/Best) proposal from your company's own Pricebook templates—so you don't have to search the Pricebook and assemble every line item by hand.

> [!NOTE]
> **Note:** This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, please contact your Customer Success Manager (CSM).

1. Open the job, then select **Estimates** for a residential job.
2. Select **Create from estimate builder**.![User interface showing options to create estimates and chat with Atlas.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-article-estimate-builder-fma-image-8i4wa8y5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D)
3. Answer the guided questions about the job, such as the boiler type, heat distribution system, system condition, and electrical requirements.![User selects job scope for HVAC system replacement options in a configuration interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/new-article-estimate-builder-fma-image-5iozajyf.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D)

> [!NOTE]
> **Note:** If the available options do not match the job, select **None of these – switch to manual flow**. You can then create the estimate from a template or build a custom estimate.
4. Select **Build Proposal**.
5. Review the generated options. Each tier—such as **Good**, **Better**, or **Best**—includes:
  - Equipment, materials, and services
  - Subtotal, tax, and total
  - Potential savings compared with other tiers, when available
6. Select **Add to Proposal** for each option you want to include.
7. (Optional) Select **Add Add-ons** to offer items such as a smart thermostat, filtration upgrade, air purifier, humidifier, or dehumidifier. Select the add-ons, then select **Add**.
8. Present the completed proposal to the customer as you would any other estimate.

For more, see [Use the estimate builder to create AI-generated estimates in the ServiceTitan Field Mobile App](/v1/docs/new-article-estimate-builder-fma).

## Duplicate an already built estimate in the Field Mobile App

1. Open your job and tap the **Estimates** tab.
2. Tap the **Copy** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-content-copy.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D) icon next to the estimate you want to duplicate.
3. On the window that opens, tap **Duplicate Estimate**.![Prompt to duplicate an estimate in a proposal with options to confirm or cancel.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-in-the-servicetitan-field-mobile-app-image-ucngkw9u.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A50Z&se=2026-11-09T12%3A29%3A50Z&sr=c&sp=r&sig=mdRT8HbDKWb5L7ZCQaImbwNg8gY7ZA%2BT7q0W%2BVpCtBE%3D)This copies everything within the selected estimate and displays the estimate form.

> [!NOTE]
> **Note:** For steps on how to duplicate estimates from previously completed jobs, see [Duplicate previous estimates from past jobs in the ServiceTitan Field Mobile App](/residential-s-r/docs/duplicate-previous-estimates-from-past-jobs-in-the-servicetitan-field-mobile-app).

## Want to learn more?

- See [Edit estimates in the ServiceTitan Field Mobile App](/residential-s-r/docs/edit-estimates-in-the-servicetitan-field-mobile-app)
- See [Present and sell estimates in the ServiceTitan Field Mobile App](/residential-s-r/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app)
- See [Use Pricebook in the ServiceTitan Field Mobile App](/residential-s-r/docs/use-pricebook-in-the-servicetitan-field-mobile-app)