Can I create an estimate from the office?
Yes. There are two main ways to start an 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.
How do I edit the Sold by technician on an invoice?
Edit the Sold By field on the job to assign it to a technician on the job invoice. To edit the Sold by field:
Use the Search screen to navigate to the job.
Click the Edit icon.
Use the Sold by dropdown to select the technician you want to be listed as the Sold by on the invoice.
When finished, click Save. The new Sold by technician appears on the invoice.
Can you email or print estimates in ServiceTitan Mobile?
If a customer wants to estimate copies, technicians can email estimates directly from ServiceTitan Mobile. Technicians can also print estimates from ServiceTitan Mobile if they have access to a printer.
In ServiceTitan Mobile, tap into the job. Tap Estimates from the left menu. Tap into the desired estimate. Buttons to email and print appear at the top.
Note: When technicians email estimates, they can attach images, forms, or PDFs available in the job history such as warranty information or photos.
What if I sell an estimate in the office but the customer needs to get back to me about scheduling?
If a customer needs more time to schedule the work, sell the estimate and enter the Sold by credit. You can go to Follow Up > Sold Estimates to book the job later.
What if I sell an estimate while on the phone and the customer wants to schedule right away?
ServiceTitan is designed to make it easy to book install jobs immediately. When you sell the estimate, simply select the estimate services and click Book Job off the sold estimate.
What if the customer passes entirely and decides they don't want to do the work at all?
If the customer is not moving forward with an estimate, you should dismiss the opportunity.
To dismiss the opportunity, click the opportunity from Follow Up > Unsold Estimates and click Dismiss.
Note: You can dismiss the entire opportunity, which closes out all attached estimates or you can dismiss individual estimates that the customer has declined.
Why should I bother dismissing opportunities?
This prevents CSRs from doing unnecessary or unwanted follow-ups. When your CSRs go to Follow Up > Unsold Estimates to look up open estimates, they should be confident that every estimate listed is still a potential sale.
Can I dismiss opportunities in bulk?
Currently ServiceTitan does not support the bulk dismissal of unsold estimates in the Follow Up section, follow these steps to manage them individually:
Go to the Follow Up page.
Click Unsold Estimates.
Click on an estimate you wish to dismiss.
Select the option to dismiss or delete the estimate.
Repeat these steps for each unsold estimate you wish to remove.
How do I delete an estimate?
Deleting estimates is not recommended.
Open estimates that are no longer desired or needed should be dismissed by going to Follow Up > Unsold Estimates.
Estimates should only be deleted if they were created unintentionally or if the status of the estimate needs to be amended.
If you do need to delete an estimate, you can do this on the invoice screen.
Navigate to the invoice Search > Invoice.
Go to the Estimates section of the invoice.
Click X next to the estimate you want to delete.
Click OK to confirm the deletion.
How do technicians use proposal templates in ServiceTitan Mobile?
Proposal templates allow technicians to quickly offer prebuilt good/better/best estimate options. When a technician taps Add Estimate in ServiceTitan Mobile, they can select from a list of available proposal templates. For more, see Add estimates from a proposal template.
Can technicians edit estimates included in a proposal template?
Yes. When a technician selects a proposal template, they can add and remove items on the estimates. Changes made to estimates do not affect the estimate templates they are based on.
Can I create a proposal for a service agreement without making an invoice or booking a job?
Yes, you can. Go to Pricebook > Proposal Template. For more, see, Create and edit proposal templates.
How can I view a sold estimate from the office?
Go to the navigation bar and click Follow Up. Then, click Sold Estimates. Use the business unit and date filters to narrow the list of sold estimates.
When sending an estimate, can our pricebook pictures show on the PDF that's emailed instead of sending them as a separate attachment?
You cannot send pricebook images in the PDF of an estimate. They can only show in the online estimate view. For more, see Use Online Estimates.
Why was tax not automatically calculated on my estimate?
Check and make sure that the materials and services on the estimate are marked as Taxable. Next, check the location record and make sure the location is not marked as Non-Taxable. This may cause the tax not to apply.
For more, see Set up taxable equipment and services and View tax exempt status on a location record.
Can dismissed estimates be reused for follow-up maintenance jobs?
To find and reuse dismissed estimates for follow-up maintenance jobs, follow these steps:
Go to the navigation bar and click Follow Up.
From the side panel, click Unsold Estimates.
From the Opportunity Status dropdown, select Dismissed.
Select an estimate of your choice and click Reopen.
Confirm your action.
This allows you to efficiently locate and potentially reuse estimates for future jobs.
Does ServiceTitan have default estimate templates?
No, ServiceTitan does not provide default estimate templates. You'll need to create your own templates or import them based on your business needs.
For more see:
What should I do if I accidentally sell the same estimate twice and create duplicate jobs and invoices?
If the same estimate is sold twice, you need to cancel the duplicate job and void the duplicate invoice to keep your records accurate:
Locate and open the duplicate job. From the job details screen, select Cancel to prevent any further action on that job.
Open the duplicate invoice associated with the canceled job. If no payment is applied, remove all invoice items so the balance becomes zero. Once the balance is zero, you can void the invoice.
This ensures your accounting and reporting remain accurate.
Why can't I see estimates created by other employees?
If you can't see estimates created by other employees, the Estimate Restriction feature is likely enabled, and your role may not have the required permission to view other users' estimates.
Note: The permission is disabled by default for every role.
When the Allow Estimates visibility permission is disabled for your role:
You can only see and interact with estimates that you created.
You won't see other users' estimates or opportunities.
If another user has already created an estimate under a job:
The Add Estimate button will be inactive.
Hovering over the button displays a tooltip: "You cannot add an estimate to this job because estimates have already been created."
If you believe you should have access, contact your Administrator to review your role permissions and confirm that Allow Estimates Visibility is enabled.
How can I restrict estimate visibility for employees?
You can restrict employees from seeing estimates created by others by enabling the Estimate Restriction feature and configuring role permissions.
To set this up:
Request to enable feature: Reach out to your CSM or Onboarding Manager to request activation of the Enable Estimate Restriction feature for your account.
Note: This feature works only if CRM is enabled for the tenant.
Update role permissions: Go to the role permissions and disable the Allow Estimates visibility permission. When disabled, users can only see and interact with estimates they created.
After setup:
Users won't see other employees' estimates across Jobs, Projects, Customers, Locations, and Follow-ups.
They won't be able to add estimates to jobs that already contain estimates created by another user.
Presenting and selling estimates in ServiceTitan Mobile
What if the estimate doesn't sell? What if the customer simply needs more time?
If an estimate doesn't sell, or the customer needs more time, you don't need to take any action unless your office has a specific procedure they want you to follow. All you need to do is close out the job. The office automatically sees that no estimates were sold and they can follow up with the customer.
Can the office see the estimates I create?
Yes. The office can see all estimates you create in ServiceTitan Mobile, whether the estimate sells or remains open.
I tapped Perform work now by accident. What do I do?
If you tap Perform work now by accident, do not delete items from the invoice. If you delete items, there is no record of the work that still needs to be booked.
Instead, call the office. An employee can resolve the booking without losing estimate details.
Can I perform work for multiple estimates sold on one job?
Yes. When you sell an estimate in ServiceTitan Mobile, you are presented with two options:
Perform the work now: This adds items from the sold estimate to the current job's invoice.
Perform the work later: The sold estimate appears in the office as a sold estimate that can be booked into a separate job.
You go through this process for every estimate you sell on the job.
Note: When booking jobs from the office, you cannot book multiple sold estimates into one job.
Can I combine two estimates from two different technicians?
No, you can't.
How to prevent technicians from deleting the estimate?
Note: There is no specific permission for deleting an estimate.
Go to the navigation bar and click Settings
.In the side panel, click Employees.
Select the technician profile you want to edit.
Select the Permissions tab.
Adjust the permissions to limit the ability to delete estimates. For example, enable the View estimate permission.
How do I invoice from a sold estimate using progress billing?
Progress billing can only occur in active projects. If you want to generate an invoice from a sold estimate using progress billing, do not initiate booking through the estimate screen. Instead, create an invoice from the project level to properly bill your customers throughout the project milestones.
For more on progress billing options, see the Choose progress billing options in projects section of the Introduction to project management article.
For more on progress billing without the AIA Billing style, see Progress billing.
For more on using Application for Payment (AFP) for progress billing, see the Use progress billing for project revenue section of the End-to-end guide to project management article.