Manage estimate documents

Overview

Store all media and documents on the Estimate screen to easily access estimate files in one place and enhance estimate management.

Things to know

• You can see the attachments from different sections that are linked to the estimate, for example, pricebook item attachments, job attachments, project attachments, and more.

• The attachments added from ServiceTitan can be available in ServiceTitan Mobile to technicians.

• The attachments will be sent as separate documents in the email.

Manage estimate files

The Documents section allows you to access and upload documents, media, or other attachments for a given estimate in a centralized place.

Option 1: Upload File option

There are two options for uploading a file:

1. On the Estimate screen, scroll down to the Documents section.

2. Click Upload File.

3. Upload a file from your computer. 

Option 2: In the Estimate Documents section:

1. In the Documents section, click View All. 

2. In the Estimate Documents section that opens, click Upload File. 

Rename files

You can rename files by selecting the file and clicking Edit .

Filter files

Use the Created by, Date Created, and Source filters to search for a document.

You can also search for a document by entering a document name and click Search .

Delete and download files

You can delete and download files using two different options.

Option 1:

Select the record and view the actions you can perform.

Option 2:

Select the file and select the Delete or Download icon.

Want to learn more?

• See Add an estimate to an opportunity