Overview
Create estimate templates for commonly performed jobs. Group similar estimate templates on proposal templates to offer good/better/best options in ServiceTitan Mobile. This allows your technicians to sell prebuilt offerings, saving them time while providing a consistent and efficient customer experience.
Who uses this feature
Administrators and managers
Applies to all business types
Feature configuration
The Edit Estimates permission is required to edit estimate templates. Please contact the account administrator on your team.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
Office users need the Edit Estimates permission to edit estimate templates.
Material items attached to service or equipment items are automatically added to estimate templates. They are uneditable and can only be removed by removing the linked service or equipment item.
Dynamic estimate templates change when you edit your pricebook. Static estimate templates do not update when you update your pricebook. If prices increase in your pricebook, the static estimate template price is unaffected.
Estimate Templates need to be in a proposal template to be used in ServiceTitan or ServiceTitan Mobile. For more details, see Build and sell estimates in ServiceTitan Mobile.
Create an estimate template
Go to the navigation bar and click Pricebook.
In the side menu, click Templates.
From the Template screen, click the Create dropdown and select Estimate template.
From the Create Estimate Template screen that opens, in the Internal Name field enter a name for your template as you want it to appear within ServiceTitan.
Note: This name is not visible to customers.
In the Estimate Template Name field, enter the name of the estimate as it appears when presented to customers.
Enter additional details in the Summary field, or skip to the next step.
Under Estimate Template Type, select how you want items on the estimate template to be updated:
Dynamic: When you update your pricebook, any corresponding items on the template are automatically updated, including prices. Most item fields on the estimate are not editable.
Static: When you update your pricebook, any corresponding items on the template are not updated. You can update them manually. Most fields are editable.
When finished, click Continue to add items to your estimate template.
Note: As you add items to an estimate template, the total cost and subtotal update automatically.
From the Create Estimate Template that opens, click Add Service, Add Equipment, or Add Material. You can also add Item Groups.
Use the search field to find the pricebook item you want to add. You can search by item code, name, or description.
Click the item to add it to the template.
After you add the desired item to your estimate template you can delete, adjust the quantity and add the item's add-on price.To delete the item, click the Delete icon.
To adjust the quantity of an item, edit the QTY field.
Note: The quantities of attached material items automatically adjust.
To apply the item's add-on price to the template, turn on the Is Add on? toggle.
After you add and adjust all the necessary items, click Create Template to save the estimate template.
Use sub-item dynamic pricing calculation in estimate templates
To use sub-items, make sure to enable the Apply dynamic pricing to sub-items added to a service toggle in Pricebook > Pricing Builder > Dynamic Pricing > Settings.
Go to Estimate Templates.
Select a material item and click More
and select View / Edit Details. 
In the Edit Estimate Template that opens, add an item group by clicking +Item Group.
In the Create Item Group that opens, select a Parent Item Type, a Parent Item, and a Name if necessary.
When finished, click Create.
In the Services section, click Unit Price
. 
In the Price Calculation that opens, you can see the dynamic pricing calculation for services.
