--- title: "Present and sell estimates in ServiceTitan Mobile" slug: "present-and-sell-estimates-in-servicetitan-mobile" updated: 2026-10-16T03:31:28Z published: 2026-10-16T03:31:28Z canonical: "help.servicetitan.com/present-and-sell-estimates-in-servicetitan-mobile" --- > ## 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. # Present and sell estimates in ServiceTitan Mobile ## Overview On a job, you can build and present multiple estimates to a customer. If you sell an estimate, you can choose to perform the work now or later. Or, the office can follow up on any unsold estimates. --- ### #### Who uses this feature - Technicians - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - Permission is required to edit Sold estimates. Please contact the account administrator for your team. ## Things to know - Configure Financing display on estimates in **Settings** > **Finance** > **Financing Display Settings.** - **Lead with total price**-shows full price first then financing - **Lead with monthly price**-shows financing price first then full price - **Only display total price**-shows only full price - **Only display monthly price**-shows only financing price - Changing the pricing option on an estimate does not affect past versions of the estimate already sent to the customer - Non-managed technicians do not have the ability to create and sell estimates on the mobile, only managed technicians do. For more, see [Managed technicians and non-managed technicians in ServiceTitan Mobile](/v1/docs/managed-technicians-non-managed-technicians-mobile). ## Present estimates > [!NOTE] > **Note:** Your pricing option selection carries to all your future invoices and estimates, from job to job and customer to customer. Be sure to change your pricing option selection if you need it to display differently for a customer in the future. 1. If you are not already on the job screen for your current job, tap **Overview** on the dashboard, and then tap your current job. 2. Tap **Estimates**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-cifrt3kd.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) 3. After you have built several estimates, check the estimates you want. Before you present the estimates, you can choose what price options you want to show on the estimate. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-gyd6m73b.gif?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) 4. When you have decided which estimates and what price option to show, tap **Present**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-p1ehy9mx.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) 5. In presentation mode, tap **View** to see estimate details. 6. You can tap **Findings** to review form findings with the customer. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-d6gatzmq.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) 7. If the customer agrees, sell the estimate. ## Present an estimate in the contactless experience 1. Create and present an estimate as normal. After you tap **Present**, tap **E-Sign**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-je62142k.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) 2. Select each estimate you want to send to the customer and tap **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-310wz345.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) 3. Select one or more customer email addresses you want to send the estimate to, and tap **Send Link**. Ask the customer to check their email for a link to the Visit Assistant. 4. Ask the customer to review, select, and sign an estimate from the Visit Assistant. 5. If the customer agrees to an estimate, in ServiceTitan Mobile select whether or not the work is to be performed on this job and then tap **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-li96gu1q.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) 6. Complete the job as normal. ## Sell an estimate 1. If you're not already on the job screen for your current job, tap **Overview** on the dashboard, and then tap your current job. 2. Tap **Estimates**. 3. Select the estimate you want and then tap **Present**. 4. When the customer is ready to sign, tap **View**, and then tap **Sell**. You can also tap **E-Sign** for a contactless experience. 5. You're prompted to authorize the work using a customer signature. Direct the customer to sign directly onto your tablet, and then tap **Accept**. 6. After the signature is accepted, you're prompted to select whether the work for this estimate is being performed on this job or on a subsequent job. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-gxvfy54e.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D)If you're going to perform the work immediately, tap **Yes (perform work now)**. If the work is not going to be performed now—on another day or even later the same day—tap **No (perform work later)**. When selected, the estimate shows when the work is to be performed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-z60vzovs.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D)If you want to change when the work is completed, tap **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-7u6h2m50.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D)** next to an estimate, and make a new selection. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-4zqyh0jy.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) > [!NOTE] > **Note:** You can change when the work is performed until one of the following happens: 1. The job is marked as *Complete* 2. The sold estimate already has items booked onto another job's invoice 7. When either of the above happens, a **Lock ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-qtuon7gk.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D)** shows next to the estimate, indicating when the work is to be performed and that it cannot be changed. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-co80cry0.png?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) ## Edit a sold estimate > [!NOTE] > **Note:** If the items on an estimate have been booked into a new install job, you cannot edit or remove them. 1. Go to the estimate you want to edit. If it's attached to the current job, tap **Estimates** in the side navigation. You can also access sold estimates in the *Follow Up* tab. 2. Open the estimate. 3. Remove, add, and change items on the estimate as needed. 4. Tap **Done**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/present-and-sell-estimates-in-servicetitan-mobile-image-2y7syt7m.gif?sv=2026-02-06&spr=https&st=2026-10-27T16%3A07%3A51Z&se=2026-10-27T17%3A07%3A51Z&sr=c&sp=r&sig=6p7Sgp4WW6rX99aOHPrimUFJpeJYaZfBPI5G0SmFjAI%3D) ## FAQ ****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. ****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](/v1/docs/what-to-do-if-a-technician-taps-perform-work-now-by-accident) 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] > **Note:** When booking jobs from the office, you cannot book multiple sold estimates into one job. ## Want to learn more? - See [Best practices playbook: Present multiple options](/v1/docs/best-practices-playbook-present-multiple-options) 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) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing