---
title: "Apply client-specific pricing rate sheets on an invoice or estimate"
slug: "apply-rate-sheets-on-an-invoice-or-estimate"
updated: 2026-10-16T02:31:00Z
published: 2026-10-16T02:31:00Z
canonical: "help.servicetitan.com/apply-rate-sheets-on-an-invoice-or-estimate"
---

> ## 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.

# Apply client-specific pricing rate sheets on an invoice or estimate

## Overview

Client-specific rate sheet jobs involve field technicians and the office employees applying client-specific pricing to invoices or estimates, ensuring accurate billing.

[Apply client-specific pricing rate sheets on an invoice or estimate - Commercial Video](https://fast.wistia.net/embed/iframe/yms8sxsfm5?web_component=true&seo=true&videoFoam=false)

[Apply client-specific pricing rate sheets on an invoice or estimate Video](https://fast.wistia.net/embed/iframe/fdsfns73xf?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators and managers
- Primarily for Commercial Service/Replacement and Commercial Construction business types

## Things to know

- To use client-specific pricing, office employees and technicians must have certain permissions enabled. You can [set permissions by role](/v1/docs/set-permissions-for-an-employee-or-technician-role) or you can [set permissions for an individual employee or technician](/v1/docs/set-permissions-for-an-individual-employee-or-technician).
- For office employees, enable the following permissions as needed:
  - **Create / Edit Pricing Rate:** Can create and edit rate sheets.
  - **View Pricing Rates:** Can view rate sheets but cannot edit them.
  - **Edit Customer & Location Rate Sheets:** Can assign rate sheets to a customer or service location.
  - **Edit Invoice/Estimate/Project Rate Sheets:** Can change rate sheets on an invoice, estimate, or project.
  - **Calculate Prices:** Can generate estimate and invoice prices based on rate sheets using the *Calculate* button.
- For technicians, enable this permission:
  - **Calculate Prices:** Can generate estimate and invoice totals based on rate sheets using the *Calculate* button.

## Manually assign rate sheets to invoices

To assign a different rate sheet to an invoice:

1. From the invoice, click **Update invoice details**. For more, see [Edit an invoice..](/v1/docs/edit-an-invoice)
2. Click the **Rate Sheet** dropdown and select the custom rate sheet for the invoice.
3. To remove the rate sheet, select **No Rate Sheet**. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-client-specific-pricing-rate-sheets-on-an-invoice-or-estimate-image-yknrniq3.png?sv=2026-02-06&spr=https&st=2026-10-27T12%3A03%3A08Z&se=2026-10-27T13%3A03%3A08Z&sr=c&sp=r&sig=cU%2BMvRNDCSLkgVbBSUstgxJNBHCH%2Fd6%2FzpjVHDAFIDE%3D)*
4. Click **Save**.
5. From the invoice screen, click **Calculate** to recalculate prices on the invoice.

> [!NOTE]
> **Note:** Assigning a new rate sheet to an invoice does not affect previous estimates created on the invoice.

## Manually assign rate sheets to estimates

By default, estimates are assigned the same rate sheet assigned to the invoice they were created on. To assign a different rate sheet to an estimate:

1. On the *Estimate* screen, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-27T12%3A03%3A08Z&se=2026-10-27T13%3A03%3A08Z&sr=c&sp=r&sig=cU%2BMvRNDCSLkgVbBSUstgxJNBHCH%2Fd6%2FzpjVHDAFIDE%3D) . For more, see [Add and edit estimates in ServiceTitan..](/v1/docs/add-and-edit-estimates-in-servicetitan)
2. Scroll down to the *Price Details* section.
3. Click the **Rate Sheet** dropdown and select the rate sheet you want to assign.
4. To remove the rate sheet, select **No Rate Sheet**. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/apply-client-specific-pricing-rate-sheets-on-an-invoice-or-estimate-image-0wzhvxjb.png?sv=2026-02-06&spr=https&st=2026-10-27T12%3A03%3A08Z&se=2026-10-27T13%3A03%3A08Z&sr=c&sp=r&sig=cU%2BMvRNDCSLkgVbBSUstgxJNBHCH%2Fd6%2FzpjVHDAFIDE%3D)*
5. Click **Save**.

When a sold estimate is booked into a job, the job invoice is assigned the same rate sheet as the estimate.