Understanding ServiceTitan Vocabulary: Estimates

ServiceTitan term
                       

When is this term used?
                       

What this triggers in ServiceTitan
                       

Sold estimate
                       

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). The estimate is sold, but it will be up to the tech dispatched to the job site to convert the estimate.
                       

The sold estimate appears on the Follow Up screen.  CSRs will book the job and assign a tech to perform the work.
                       

When the tech completes the job, the job will show up in the applicable section of the dashboard.
                       

Converted estimate
                       

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 above the sold threshold.
                       

The sold estimate appears on the Follow Up screen.  CSRs will book the job and assign a tech to perform the work.
                       

When the tech completes the job, the job will show up in the applicable section of the dashboard.