---
title: "Sales & Estimating"
slug: "sales-estimating"
updated: 2026-05-14T04:57:50Z
published: 2026-05-14T04:57:53Z
canonical: "help.servicetitan.com/sales-estimating"
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.

# Sales & Estimating

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="svg,polyline,rect,path,circle,line,style"><div style="max-width:960px;margin:0 auto;padding:0 0 4rem;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,sans-serif;color:#111;"><!-- RADIO INPUTS --><input type="radio" name="view-SE" id="v-SE-bbo" checked="" style="position:absolute;opacity:0;pointer-events:none;width:0;height:0"><input type="radio" name="view-SE" id="v-SE-sbs" style="position:absolute;opacity:0;pointer-events:none;width:0;height:0"><!-- VIEW TOGGLE BAR --><div style="display:flex;align-items:center;gap:8px;flex-wrap:wrap;background:#f8fafc;border:1px solid #e2e8f0;border-radius:12px;padding:0.9rem 1.25rem;margin-bottom:1.5rem;"><span style="font-size:12px;font-weight:700;color:#64748b;white-space:nowrap;">View:</span><label for="v-SE-bbo" style="font-size:12px;font-weight:600;padding:5px 16px;border-radius:20px;border:1px solid #1e293b;background:#1e293b;color:#fff;cursor:pointer;">By Business Outcomes</label><label for="v-SE-sbs" style="font-size:12px;font-weight:600;padding:5px 16px;border-radius:20px;border:1px solid #e2e8f0;background:#fff;color:#374151;cursor:pointer;">By Workflow</label></div><!-- ===== BY BUSINESS OUTCOMES VIEW ===== --><div id="view-bbo-SE"><div style="background:#f9fafb;border:1px solid #e5e7eb;border-radius:10px;padding:10px 16px;display:flex;align-items:center;gap:8px;flex-wrap:wrap;margin-bottom:24px;"><span style="font-size:13px;color:#6b7280;flex-shrink:0;">Jump to:</span><a href="/roofing/docs/sales-estimating#wc-SE" style="display:inline-flex;align-items:center;gap:5px;font-size:12px;font-weight:500;color:#374151;background:#fff;border:1px solid #d1d5db;border-radius:999px;padding:4px 12px;text-decoration:none;" rel="noopener"><svg width="12" height="12" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><polyline points="23 6 13.5 15.5 8.5 10.5 1 18"></polyline><polyline points="17 6 23 6 23 12"></polyline></svg>Win customers</a><a href="/roofing/docs/sales-estimating#sd-SE" style="display:inline-flex;align-items:center;gap:5px;font-size:12px;font-weight:500;color:#374151;background:#fff;border:1px solid #d1d5db;border-radius:999px;padding:4px 12px;text-decoration:none;" rel="noopener"><svg width="12" height="12" viewbox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><rect x="1" y="3" width="15" height="13" rx="1"></rect><path d="M16 8h4l3 3v5h-7V8z"></path></svg>Schedule and dispatch efficiently</a></div><!-- WIN CUSTOMERS --><div id="wc-SE"><div style="display:flex;align-items:center;gap:10px;margin-bottom:8px;"><div style="width:36px;height:36px;border-radius:8px;background:#EBF4FE;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="18" height="18" viewbox="0 0 24 24" fill="none" stroke="#0C447C" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><polyline points="23 6 13.5 15.5 8.5 10.5 1 18"></polyline><polyline points="17 6 23 6 23 12"></polyline></svg></div><div><div style="font-size:15px;font-weight:600;color:#111827;">Win customers</div><div style="font-size:12px;color:#6b7280;">Attract leads, build your brand, and convert opportunities into booked jobs.</div></div></div><div style="border-top:1.5px solid #e5e7eb;margin-bottom:16px;"></div><div style="display:grid;grid-template-columns:repeat(3,minmax(0,1fr));gap:12px;margin-bottom:32px;"><a href="/roofing/docs/attract-engage-customers-2" class="ws-card" style="background:#EBF4FE;border:1px solid #B5D4F4;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#ffffff;color:#0C447C;display:flex;align-items:center;justify-content:center;flex-shrink:0;">1</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#0C447C;margin-bottom:4px;">Attract &amp; Engage Customers</div><div style="font-size:12px;color:#185FA5;line-height:1.5;">Generate demand and awareness through marketing campaigns.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#ffffff;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#0C447C" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><polyline points="23 6 13.5 15.5 8.5 10.5 1 18"></polyline><polyline points="17 6 23 6 23 12"></polyline></svg></div></a><a href="/roofing/docs/capture-convert-leads" class="ws-card" style="background:#EBF4FE;border:1px solid #B5D4F4;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#ffffff;color:#0C447C;display:flex;align-items:center;justify-content:center;flex-shrink:0;">2</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#0C447C;margin-bottom:4px;">Capture &amp; Convert Leads</div><div style="font-size:12px;color:#185FA5;line-height:1.5;">Capture, qualify, and nurture leads.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#ffffff;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#0C447C" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M17 21v-2a4 4 0 0 0-4-4H5a4 4 0 0 0-4 4v2"></path><circle cx="9" cy="7" r="4"></circle><path d="M23 21v-2a4 4 0 0 0-3-3.87"></path><path d="M16 3.13a4 4 0 0 1 0 7.75"></path></svg></div></a><a href="/roofing/docs/build-estimates-close-sales" class="ws-card" style="background:#EBF4FE;border:1px solid #B5D4F4;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#ffffff;color:#0C447C;display:flex;align-items:center;justify-content:center;flex-shrink:0;">3</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#0C447C;margin-bottom:4px;">Build Estimates &amp; Close Sales</div><div style="font-size:12px;color:#185FA5;line-height:1.5;">Conduct on-site consultations to assess customer needs.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#ffffff;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#0C447C" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M11 4H4a2 2 0 0 0-2 2v14a2 2 0 0 0 2 2h14a2 2 0 0 0 2-2v-7"></path><path d="M18.5 2.5a2.121 2.121 0 0 1 3 3L12 15l-4 1 1-4 9.5-9.5z"></path></svg></div></a></div></div><!-- SCHEDULE AND DISPATCH EFFICIENTLY --><div id="sd-SE"><div style="display:flex;align-items:center;gap:10px;margin-bottom:8px;"><div style="width:36px;height:36px;border-radius:8px;background:#E1F5EE;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="18" height="18" viewbox="0 0 24 24" fill="none" stroke="#085041" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><rect x="1" y="3" width="15" height="13" rx="1"></rect><path d="M16 8h4l3 3v5h-7V8z"></path></svg></div><div><div style="font-size:15px;font-weight:600;color:#111827;">Schedule and dispatch efficiently</div><div style="font-size:12px;color:#6b7280;">Book efficiently, plan your capacity, and arrive at every job prepared.</div></div></div><div style="border-top:1.5px solid #e5e7eb;margin-bottom:16px;"></div><div style="display:grid;grid-template-columns:repeat(3,minmax(0,1fr));gap:12px;margin-bottom:32px;"><a href="/roofing/docs/book-sales-visit-appointment" class="ws-card" style="background:#E1F5EE;border:1px solid #9FE1CB;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#ffffff;color:#085041;display:flex;align-items:center;justify-content:center;flex-shrink:0;">1</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#085041;margin-bottom:4px;">Book Sales Visit Appointment</div><div style="font-size:12px;color:#0F6E56;line-height:1.5;">Collect service requirements, schedule appointments.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#ffffff;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#085041" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><rect x="3" y="4" width="18" height="18" rx="2"></rect><line x1="16" y1="2" x2="16" y2="6"></line><line x1="8" y1="2" x2="8" y2="6"></line><line x1="3" y1="10" x2="21" y2="10"></line></svg></div></a></div></div></div><!-- end view-bbo-SE --><!-- ===== BY WORKFLOW VIEW ===== --><div id="view-sbs-SE"><div style="display:flex;align-items:center;gap:10px;margin:0 0 8px;"><div style="width:36px;height:36px;border-radius:8px;background:#dbeafe;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="18" height="18" viewbox="0 0 24 24" fill="none" stroke="#1d4ed8" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><rect x="3" y="3" width="18" height="18" rx="2"></rect><path d="M9 9h6M9 13h4"></path></svg></div><div><div style="font-size:15px;font-weight:600;color:#111827;">Sales and Estimating</div><div style="font-size:12px;color:#6b7280;">Preparation and planning before service execution</div></div></div><div style="border-top:1.5px solid #e5e7eb;margin-bottom:16px;"></div><div style="display:grid;grid-template-columns:repeat(3,minmax(0,1fr));gap:12px;margin-bottom:24px;"><a href="/roofing/docs/attract-engage-customers-2" class="ws-card" style="background:#ffffff;border:1px solid #e5e7eb;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#dbeafe;color:#1d4ed8;display:flex;align-items:center;justify-content:center;flex-shrink:0;">1</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#111827;margin-bottom:4px;">Attract &amp; Engage Customers</div><div style="font-size:12px;color:#6b7280;line-height:1.5;">Generate demand and awareness through marketing campaigns.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#dbeafe;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#1d4ed8" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><polyline points="23 6 13.5 15.5 8.5 10.5 1 18"></polyline><polyline points="17 6 23 6 23 12"></polyline></svg></div></a><a href="/roofing/docs/capture-convert-leads" class="ws-card" style="background:#ffffff;border:1px solid #e5e7eb;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#dbeafe;color:#1d4ed8;display:flex;align-items:center;justify-content:center;flex-shrink:0;">2</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#111827;margin-bottom:4px;">Capture &amp; Convert Leads</div><div style="font-size:12px;color:#6b7280;line-height:1.5;">Capture, qualify, and nurture leads.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#dbeafe;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#1d4ed8" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M17 21v-2a4 4 0 0 0-4-4H5a4 4 0 0 0-4 4v2"></path><circle cx="9" cy="7" r="4"></circle><path d="M23 21v-2a4 4 0 0 0-3-3.87"></path><path d="M16 3.13a4 4 0 0 1 0 7.75"></path></svg></div></a><a href="/roofing/docs/book-sales-visit-appointment" class="ws-card" style="background:#ffffff;border:1px solid #e5e7eb;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#dbeafe;color:#1d4ed8;display:flex;align-items:center;justify-content:center;flex-shrink:0;">3</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#111827;margin-bottom:4px;">Book Sales Visit Appointment</div><div style="font-size:12px;color:#6b7280;line-height:1.5;">Collect service requirements, schedule appointments.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#dbeafe;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#1d4ed8" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><rect x="3" y="4" width="18" height="18" rx="2"></rect><line x1="16" y1="2" x2="16" y2="6"></line><line x1="8" y1="2" x2="8" y2="6"></line><line x1="3" y1="10" x2="21" y2="10"></line></svg></div></a><a href="/roofing/docs/build-estimates-close-sales" class="ws-card" style="background:#ffffff;border:1px solid #e5e7eb;border-radius:12px;padding:14px;display:flex;align-items:flex-start;gap:10px;text-decoration:none;color:inherit;" rel="noopener"><div style="font-size:12px;font-weight:600;min-width:24px;height:24px;border-radius:6px;background:#dbeafe;color:#1d4ed8;display:flex;align-items:center;justify-content:center;flex-shrink:0;">4</div><div style="flex:1;min-width:0;"><div style="font-size:13px;font-weight:600;color:#111827;margin-bottom:4px;">Build Estimates &amp; Close Sales</div><div style="font-size:12px;color:#6b7280;line-height:1.5;">Conduct on-site consultations to assess customer needs.</div></div><div style="width:32px;height:32px;border-radius:8px;background:#dbeafe;display:flex;align-items:center;justify-content:center;flex-shrink:0;"><svg width="16" height="16" viewbox="0 0 24 24" fill="none" stroke="#1d4ed8" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M11 4H4a2 2 0 0 0-2 2v14a2 2 0 0 0 2 2h14a2 2 0 0 0 2-2v-7"></path><path d="M18.5 2.5a2.121 2.121 0 0 1 3 3L12 15l-4 1 1-4 9.5-9.5z"></path></svg></div></a></div></div><!-- end view-sbs-SE --><style> #v-SE-bbo, #v-SE-sbs { position: absolute !important; opacity: 0 !important; pointer-events: none !important; width: 0 !important; height: 0 !important; } #view-bbo-SE { display: block; } #view-sbs-SE { display: none; } #v-SE-bbo:checked~* label[for="v-SE-bbo"], #v-SE-sbs:checked~* label[for="v-SE-sbs"] { background: #1e293b !important; color: #ffffff !important; border-color: #1e293b !important; } #v-SE-bbo:checked~* label[for="v-SE-sbs"], #v-SE-sbs:checked~* label[for="v-SE-bbo"] { background: #ffffff !important; color: #374151 !important; border-color: #e2e8f0 !important; } #v-SE-bbo:checked~#view-bbo-SE { display: block !important; } #v-SE-bbo:checked~#view-sbs-SE { display: none !important; } #v-SE-sbs:checked~#view-sbs-SE { display: block !important; } #v-SE-sbs:checked~#view-bbo-SE { display: none !important; } @media (max-width: 640px) { #view-bbo-SE [style*="grid-template-columns:repeat(3"], #view-sbs-SE [style*="grid-template-columns:repeat(3"] { grid-template-columns: 1fr !important; } a.ws-card { padding: 10px !important; gap: 8px !important; } a.ws-card > div:first-child { min-width: 20px !important; height: 20px !important; font-size: 11px !important; } a.ws-card div[style*="font-size:13px;font-weight:600"] { font-size: 12px !important; } a.ws-card div[style*="font-size:12px;color"] { font-size: 11px !important; } a.ws-card > div:last-child { width: 26px !important; height: 26px !important; } a.ws-card > div:last-child svg { width: 13px !important; height: 13px !important; } [style*="background:#f9fafb;border:1px solid #e5e7eb"] { flex-direction: column !important; align-items: flex-start !important; } [style*="font-size:15px;font-weight:600"] { font-size: 14px !important; } [style*="display:flex;align-items:center;gap:8px;flex-wrap:wrap;background:#f8fafc"] { padding: 0.65rem 1rem !important; } } </style></div></editor360-custom-block>