--- title: "Change a sold-for-now estimate to sold-for-later and collect a deposit in the ServiceTitan Field Mobile App" slug: "change-sold-for-now-estimate-to-sold-for-later-collect-deposit-in-fma" tags: ["Area - Field Mobile App (FMA)", "Role - Technician", "Focus - Construction", "Focus - Service Replacement", "Type - Commercial", "Type - Residential"] updated: 2026-10-28T18:02:11Z published: 2026-10-28T18:02:11Z canonical: "help.servicetitan.com/change-sold-for-now-estimate-to-sold-for-later-collect-deposit-in-fma" --- > ## 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. # Change a sold-for-now estimate to sold-for-later and collect a deposit in the ServiceTitan Field Mobile App ## Overview If you accidentally marked an estimate as *Sold for now* on an active job, you can change to *Sold for later*. This allows you to [collect the deposit](/v1/docs/collect-deposits-on-sold-for-later-estimates-in-fma) for it now. --- ### #### Who uses this feature - Technicians - Applies to all business types - Applies to all trades #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - Account configuration is required to use this feature. [Office setup](/v1/docs/set-up-auto-apply-rules-for-payments) is also required for auto-apply rules to apply to payment credits collected on the Sold estimate on mobile. Please contact your office for details. - The following permissions are required to use this feature. Please contact the account administrator on your team. - ***Sell Estimate:*** Convert and sell estimates. - ***View Total Price:*** View total prices on estimates. - ***View item prices:*** View item prices on estimates. - ***Allow editing sold estimates:*** Change an estimate from Sold for now to Sold for later. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - The job must be active and not yet complete for you to change an estimate from *Sold for now* to *Sold for later*. This allows the items from the estimate to be removed from the current job's invoice. - The names of certain screens, tabs, and so on may be different based on your selection in **Menu** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A04%3A32Z&se=2026-11-12T09%3A04%3A32Z&sr=c&sp=r&sig=HJLNpWjgbb7KQhiC73I30Ee3RzbUSjTPrE0YBWwUOPc%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms). ## Best practices - Confirm deposit rules with your office to ensure that when and how you collect deposits aligns with your company's practices. ## Use cases - You accidentally marked an estimate as *Sold for now* that needs to be changed to *Sold for later* so you can collect the deposit for it now. ## Change a sold-for-now estimate to sold-for-later and collect a deposit in the Field Mobile App 1. Open your job (Residential) or Work Order (Commercial). 2. Tap **Estimates.** 3. Find the estimate marked *Sold for now* that needs to be changed to *Sold for later*. 4. On the sold-for-now estimate, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A04%3A32Z&se=2026-11-12T09%3A04%3A32Z&sr=c&sp=r&sig=HJLNpWjgbb7KQhiC73I30Ee3RzbUSjTPrE0YBWwUOPc%3D). ![Estimate options for cooling services with pricing and member discounts displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-a-sold-for-now-estimate-to-sold-for-later-and-collect-a-deposit-in-the-servicetitan-field-mobile-app-image-hisgqhfa.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A04%3A32Z&se=2026-11-12T09%3A04%3A32Z&sr=c&sp=r&sig=HJLNpWjgbb7KQhiC73I30Ee3RzbUSjTPrE0YBWwUOPc%3D) 5. On the *Actions* screen that opens, tap **Later**. ![Options to perform work now or later, with additional actions listed below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-a-sold-for-now-estimate-to-sold-for-later-and-collect-a-deposit-in-the-servicetitan-field-mobile-app-image-txac0p0a.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A04%3A32Z&se=2026-11-12T09%3A04%3A32Z&sr=c&sp=r&sig=HJLNpWjgbb7KQhiC73I30Ee3RzbUSjTPrE0YBWwUOPc%3D) 6. On the *Confirmation* screen that opens, tap **Collect Deposit**. > [!NOTE] > **Note:** If you're not ready to collect the deposit, tap **Yes, Perform Work Later**. When you are ready to collect the deposit, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A04%3A32Z&se=2026-11-12T09%3A04%3A32Z&sr=c&sp=r&sig=HJLNpWjgbb7KQhiC73I30Ee3RzbUSjTPrE0YBWwUOPc%3D) **> Collect Deposit** on the sold-for-later estimate. ![Prompt asking to perform work later or collect a deposit for a job.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-a-sold-for-now-estimate-to-sold-for-later-and-collect-a-deposit-in-the-servicetitan-field-mobile-app-image-lwmstl38.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A04%3A32Z&se=2026-11-12T09%3A04%3A32Z&sr=c&sp=r&sig=HJLNpWjgbb7KQhiC73I30Ee3RzbUSjTPrE0YBWwUOPc%3D) 7. Finish the steps to [collect the deposit](/v1/docs/collect-deposits-on-sold-for-later-estimates-in-fma). ## Want to learn more? - See [Manage estimates, proposals, and invoices](/v1/docs/field-mobile-app#manage-estimates-and-follow-ups-fma) - See [Process payments](/v1/docs/field-mobile-app#process-payments-fma) - See [Field Mobile App](/v1/docs/field-mobile-app) 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)