--- title: "Build and manage opportunities on a Location record" slug: "build-and-manage-opportunities-on-a-location-record" tags: ["Area - Estimates and Sales", "Role - Admin", "Role - CSR Dispatch", "Focus - Construction", "Focus - Service Replacement", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T03:43:43Z published: 2026-10-15T03:43:43Z canonical: "help.servicetitan.com/build-and-manage-opportunities-on-a-location-record" --- > ## 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. # Build and manage opportunities on a Location record ## **Overview** Opportunities on locations let you build an Estimate on a customer location without booking a Job first. After you build the estimate, you can: - Sell it. - Book it into an installation job. - Transfer it to a job for a technician to sell on site. This helps your team capture and follow up on potential sales from the office. --- ### #### Who uses this feature - Office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - The following permissions are required to manage estimates. Please contact the account administrator on your team. - *View estimate* - *Edit estimate* - *Sell/unsell estimate* - *Edit service price* - *Edit material price* - *Edit Material Charge* - *Edit equipment price* ### **Things to know** - When you build an estimate on a location without booking a job first, ServiceTitan creates an open location opportunity that you can follow up on later. - You can start an estimate from either a Location Record or a Customer Record. If the customer has more than one location, you choose the location during the workflow. - You can also start an estimate by right-clicking the customer address on the *Call Booking* screen and selecting **Build Estimate**. - An opportunity stays *Open* until it is sold, dismissed, or transferred to a job and sold by a technician. ## **Best practices** - Set a *Follow-Up On* date when you build the estimate so the opportunity is easy to find and act on in *Follow Up*. - If the customer wants to review the estimate with a technician on site, transfer the opportunity to a new job instead of rebuilding it. - Use estimate templates when you build the estimate to keep pricing and tasks consistent across your team. ## **Use cases** - An office employee builds an estimate for a returning customer over the phone without booking a job, then follows up later to close the sale. - A CSR builds an estimate on a location, and when the customer wants an in-person review, transfers the opportunity to a new job for a technician. - A project manager builds a location opportunity, marks it sold, and books it directly into an installation job without leaving the office. ## **Build an opportunity on a Location record** When you build an opportunity on a Location, you don't have to book a job first. To build an estimate on a Location without booking a job: 1. Go to the Location record you want to add an estimate to, or use **Search** to find it. 2. In the *Opportunities & Estimates* section, click **Build Estimate** > [!TIP] > **Tip:** You can also build an estimate on a Location by right-clicking the customer address during call booking and selecting **Build Estimate**. ![User interface showing opportunities and estimates with a button to build estimates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-299mjnwj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) 3. In the *Build Estimate(s)* pop-up that opens, select a Business Unit (BU) for the estimate. ![User interface for building HVAC estimates with template selection options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-ah3ztgus.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) 4. (Optional) Select a category for the estimate. 5. Do one of the following: - To use an estimate template, search for and select the template you want then click **Done**. ServiceTitan builds the estimate from the template and opens *Location Opportunity Follow-Up*. Your opportunity is ready, so you can skip the remaining steps. - To build the estimate from scratch, click **+ Build Estimate**, then continue with the steps below. 6. In the *Create Estimate* screen that opens, enter a **Name** for the estimate and select a **Business Unit** for the estimate. ![Estimate creation form highlighting project name and business unit for HVAC installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-p0komj42.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) 7. Fill out any additional optional fields for the estimate. 8. When finished, click **Create**. ## **Sell an estimate from a location opportunity** After you build an opportunity on a location, you can mark it as sold so you can book it into an installation job. 1. Go to the location record. 2. In the side menu, click **Opportunities & Estimates**. 3. Select the opportunity you want to sell. 4. Select the **Sold/Convert** dropdown and select the employee who sold the estimate. 5. Click **Sold/Convert**. ![Follow-up details for a lighting upgrade proposal at Big Box Brand Store.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-f9irh6qt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) The Sold estimate opens, and the status updates to *Sold*. ## **Book a sold estimate into an installation job** After you mark an opportunity as *Sold*, you can book it into an installation job. To book a sold estimate into a job: 1. From *Location Opportunity Follow-Up*, click **View Sold Estimate**. ![Details of a lighting upgrade proposal for Big Box Brand Store opportunity.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-3t6tktjb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) 2. Select each material, task, and piece of equipment for the job, or click **Select All** to select every item on the estimate. 3. Click **Book New Job** to open the *Call Booking* screen, with the customer Location already selected. ![Estimate document showing services and materials with a highlighted button to book a job.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-7zn5cei5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) 4. Book the job. For more, see [Book a job](/v1/docs/book-a-job). When you finish booking the job, the job opens. ## **Transfer an opportunity to a new job** If you build an opportunity on a location but the customer wants to review it with a technician on site, you can transfer the location opportunity to a new job. To transfer a location opportunity to a new job: 1. From *Location Opportunity Follow-Up*, click **Transfer to job**. > [!TIP] > **Tip:** You can also transfer an estimate to a job from the estimate itself by clicking **Transfer to Job**. ![Details of a location opportunity follow-up including customer information and action buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-zgtjqmur.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) 2. In *Call Booking*, confirm the customer location and continue [booking the job](/v1/docs/book-a-job). The customer location is selected automatically, and a notification shows that an estimate is moving to this job. > [!TIP] > **Tip:** Click **View Opportunity** to open *Location Opportunity Follow-Up*, or **Remove** to remove the estimate from the job. ![Job details showing estimates being moved and air handler replacement information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-jxmq7fd7.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) 3. Book the job. Once booked, the location opportunity transfers to the job's opportunity. Its status stays *Open* until your technician sells it to the customer. If the technician is unable to make the sale, you can find the open opportunity in *Follow Up*. ## **Find open location opportunities in Follow Up** You can find each of your open opportunities on locations in **Follow Up**. To find open location opportunities: 1. Go to the navigation bar and click **Follow Up**. 2. Click **Unsold Estimates**. 3. For **Include Opportunities**, select **On Locations**. Each unsold estimate on a location appears. ![User interface displaying unsold estimates with options for job locations and projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/build-and-manage-opportunities-on-a-location-record-image-wkdh1ulm.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A19%3A48Z&se=2026-11-09T12%3A19%3A48Z&sr=c&sp=r&sig=v6ptOKojyBRQj%2B61J7p%2FgNt%2BOcaY0lfz%2FM4IH0B4IjI%3D) For more, see [Follow up on opportunities](/v1/docs/follow-up-on-opportunities-1). ## **Want to learn more?** - See [Customer and Location Records Home](/v1/docs/customerlocation-profiles) - See [Follow up on opportunities in the ServiceTitan Field Mobile App](/v1/docs/follow-up-on-opportunities-in-fma) - See [Book a job](/v1/docs/book-a-job) - See [Follow up on opportunities](/v1/docs/follow-up-on-opportunities-1) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The office staff role in ServiceTitan responsible for answering calls, booking jobs, and managing customer communication. **What it does:** The primary user role for inbound call handling and job booking; CSR performance metrics (CBR, ACW) drive revenue tracking. **Also called:** Dispatcher, Office staff, Booking agent **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Service Representative An internal division within ServiceTitan used to segment work, reporting, and accounting — for example, “Resi HVAC” vs. “Commercial Plumbing.” **What it does:** Lets multi-trade or multi-division businesses track performance, capacity, and financials separately per division. **Where to find it:** Settings › Business Units. **Also called:** Trade division, Service line, BU **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/add-and-edit-a-trade-or-division) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Estimates have been created for a customer, but nothing has been sold or converted. The opportunity status is Open. What this triggers in ServiceTitan Use the Opportunities screen in Follow Ups to view open estimates and follow up with those customers. [Learn more →](https://help.servicetitan.com/docs/understanding-sales-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)