Streamline your estimating process and elevate your customer experience with Estimates. Customize email templates with your business information, provide customers with an easy online review and approval option, and stay informed with instant notifications when estimates are viewed, signed, or sold.
Setup
What you need to get started
Pricebook items setup: Add service, equipment, and materials to your pricebook.
Estimate templates: Create estimate templates for commonly performed jobs and add items to estimates so technicians can save time and sell prebuilt offerings.
Proposal templates: Create proposal templates to group estimate templates into Good, Better, and Best options so technicians can present them to customers, allowing them to select the estimate that best fits their needs.
Estimates workflow: Get familiar with the most common estimate workflows in ServiceTitan Office and ServiceTitan Mobile.
Required permissions
Office employees should have the following permissions to manage Estimates:
View estimate
Edit estimate
Sell/unsell estimate
Edit service price
Edit material price
Edit Material Charge
Edit equipment price
Give Technicians the required permissions to view and edit estimates and also have access to the follow-up tab:
Mark estimate as recommended
Access follow-ups
Edit estimates in follow-up
Make estimate name required
Edit service price
Edit material price
Edit Material Charge
Edit equipment price
Print Estimate
View/Edit Proposals
Quick start guide
Enhance your workflow by customizing estimate email templates with your business details and adding links for online review and approval. Additionally, enables email and text notifications to stay updated when customers buy, sign, or view estimates.
Step 1: Customize estimate email template
Boost your brand by customizing your estimate email templates with information specific to your business. If you use the Online Estimates feature, add a link to customer emails which lets them review and approve their estimates online through the customer portal.
Go to the navigation bar and click Settings.
In the side panel, click Invoicing > Email.
From the buttons on top, click the Estimate tab.
When you are finished, click Save.
For more details, see Customize email templates.
Step 2: Set up estimate alerts
You can set up email and text notifications to receive an alert when an Estimate is sold or when an Online Estimate is signed or viewed by a customer.
Go to the navigation bar and click Settings.
In the side panel, click Integrations > Alerts.
In the Alerts section that opens, click Add to add a new alert.
In the Add alert window that opens, enter the alert details:
Type: Select on of the following estimate type of alert.
Sold Estimate
Customer Viewed Online Estimate
Customer Signed Online Estimate
Delivery Method: Select the channel you want to send the alert.
Note: Both the email and SMS methods are selected by default.
Recipients: Enter the name of the users who you want to get the alert.
When you're finished, click Save.
For more details, see Use alerts.
Advanced Setup
Optimize the estimate feature by enabling the online estimate feature and booking estimates directly when booking a job. These features help streamline the estimate process, offer more flexibility to your customers, and increase the sold estimates.
Note: To enable these features, account configuration is required. Please contact your Customer Success Manager (CSM) or Technical Support for details.
Enable estimate preference
This feature allows office employees to create an Estimate from the office, which can either be sold from the office or attached to a new job you're looking for a technician to go out on. For more details, Set up estimate creation when booking a job.
Use Online Estimates
Use the Online Estimates feature and add a link to customer emails which lets them review and approve their estimates in the customer portal. For more details, see Use Online Estimates for a contactless experience.
Key workflows
Setup Templates
Create estimate and proposal templates to empower technicians to present prebuilt good/better/best estimates to customers in ServiceTitan Mobile using estimate and proposal templates.
Add and sell estimates from the office
You can create custom estimates or use the pre-built estimate templates to build and sell an estimate to customers from the office side. ServiceTitan offers multiple ways to sell an estimate to customers whether it is tied to a job, or directly to a customer location.
There are several ways to create an estimate:
For more details on the workflow, see the following articles:
Build and sell estimates in Mobile
When a technician is on a job, they can either build custom estimates to meet customer needs or use estimate templates pre-built in ServiceTitan for common jobs like fixing a leak. This helps you present multiple estimates to the customer, sell them, collect payment, and complete the job.
Follow ups and opportunities
Follow up on opportunities like unsold and sold estimates using the Follow-up page.
Manage your estimates
Use the following workflows to manage your estimates.
What to do if a technician taps "Perform work now" by accident
Use HTML to customize jobs, invoices, and estimates: recommended workflow
FAQ
Can I create an estimate from the office?
Yes. There are two main ways to Start an estimate from the office estimate from the office based on whether a site visit is required to gather information for the estimate or not. For a step-by-step guide, read Start an estimate from the office.
If I create estimates from the office, can technicians present them in ServiceTitan Mobile?
Yes, estimates created from the office are immediately available in ServiceTitan Mobile.
Note: You can create estimates if a job is in progress or if a job is scheduled and not yet dispatched.
How do I see who created an estimate or who added items to an estimate?
The job audit trail lists all estimate actions including creation date, item edits, who performed each action, and much more. You can view the audit trail at the bottom of the job record.
Why is the managed technician not assigned as the Sold By of a job?
If the managed technician sells an estimate on the job and selects the Perform Work Now option, the same technician will Perform Work Later in ServiceTitan and the Sold By field won’t be auto populated with the name of the technician who sold the estimate. Note: If you want the Sold By field to be auto populated when you select the Perform Work Now option, contact Technical support to enable the feature.
When the job is booked from ServiceTitan and the managed technician is marked as Sold By for the estimate, the Sold By field isn’t auto-populated on the Edit Job screen. You need to manually fill out the Sold By field in the Job section.
Note: The Sold By field auto-populates for each item if the user adds it to the invoice or estimate.
How do I enter Sold by credit when an estimate is sold from the office? Who can get credit?
When you sell an estimate from the office, you are asked who sold the estimate. Both technicians and office employees can receive Sold by credit. The name of the person who created the estimate is selected by default. Make sure to assign Sold by credit according to your office procedures.
For more questions, see Estimates and Sales - FAQ.
Troubleshooting
Check out the top 10 troubleshooting articles for Estimates. Each article provides a clear, step-by-step solution.