Set up an estimate by line item

Overview

If you plan to bill your customer based on tasks completed, add items individually to your estimate.

Things to know

• You can serialize items in your pricebook which helps you track specific inventory items using serial numbers as unique identifiers. For more, see Serialized Inventory.

Add items to an estimate by line item

1. Search for and open the estimate you created for the project.

2. In the Estimate Items section, add the items you want to include in the estimate.
   For example, if you want to add equipment to the estimate, click + Equipment and select the equipment you want to add. 

3. Enter the price and quantity for each item you add to the estimate: 

   1. For tasks, use the QTY and Unit Price fields to enter the quantity and price for the task.
      

   2. For equipment, use the QTY, Unit Cost, and Unit Price fields to enter the quantity, cost, and price for the equipment.
      

   3. For materials, use the QTY and Unit Cost and Unit Price fields to enter the quantity, cost, and price for the material.
      

Bill customer for line items

There are two ways you can bill your customer with line items:

• Progress billing

• Application for payment and continuation sheet

Progress billing

You can progressively bill your customer for items in an estimate: 

1. Search for and open the project you want to bill your customer for. 

2. Click the Actions dropdown and select Add Invoice.
   

3. On the Add Invoice screen that opens, click the Business Unit dropdown and select the business unit you want the bill to be reflected in. 

4. When you’re finished, click Add Invoice.

5. At the top of the invoice record that opens, click Invoice Closeout. Closeout for Invoice opens where you can view all materials, equipment, and tasks requisitioned for the project through sold estimates.

6. Record the accurate consumption of items in the invoice. Enter values in the Add Qty column for each item. This ensures that your invoice has the accurate quantity of items used in the phase of the project.

   Note: If the Qty column for the Item Name, Item Description, ST Part Number, Procurement Source, and Inventory Location fields is an exact match, then they share a single merged cell for the Qty Sold column. 

7. If you want to bill your customer a certain percentage for the items in the estimate you can add the percentage in the Add Qty field.
   For example, if you want to bill your customer 50% for an item on the estimate, enter 0.5 in the Add Qty field for that item. 

8. When you’re finished, click Add to Job Invoice.
   
   A confirmation popup opens.

9. Click Confirm to proceed with the invoice closeout. 

10. When you’re finished, click Save.

Application for payment and continuation sheet

To progressively bill, customers may require you to submit applications for payment and continuation sheets. If your customer requires that an invoice be provided in an Application for Payment format, see Complete Application for Payment and Continuation Sheet. 
Your Budget vs Actual table for the project now reflects the bill you’ve added for items on the project.

The customer invoice lists each item on the project with details.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Estimates Basics

• See Upload and edit estimates to use as templates for project management projects

• See Sell estimates in ServiceTitan

• See Manage Estimates in ServiceTitan