Use Sales Margin Control in the ServiceTitan Field Mobile App

Overview

After your office sets up Sales Margin Control, estimate margins are checked against the global or role-based minimums when you work with estimates in the Field Mobile App. This helps you prevent applying discounts that cut into profit at the point of sale.

Things to know

• Margin calculation only takes into account the specific estimate's total cost and total price. It excludes commissions and bonuses.

• ServiceTitan calculates margins in real time, even when you're offline. Non-compliant estimates show a warning. If you make changes, pricing is updated in-app when you go back online.

  Note: While offline, the Field Mobile App uses static pricing only. Dynamic pricing is unavailable. When you're back online, the estimate updates with dynamic pricing.

  

Use cases

Residential Service and Replacement:

• HVAC Proposals: When building a furnace replacement with accessories, the app flags your estimate if a discount drops the margin too low. It shows you the exact dollar shortfall so you can adjust the scope or price before the homeowner sees it.

• Plumbing Repairs: If a courtesy discount on a repair job triggers a margin warning, you can tweak the pricing on-site to keep the job profitable.

• Multi-Option Sales: During a comfort consultation, the Review Estimates modal automatically selects compliant options and warns you about low-margin ones, helping you present the best choices first.

Commercial Service and Replacement:

• Rooftop Units: On-site estimates for retail centers are automatically checked against commercial margin policies, prompting you to fix pricing before sending the quote to the facilities manager.

• Negotiated Repairs: When applying discounts for office building repairs, the app shows the exact dollar amount needed to stay within policy, giving you clear guardrails during negotiations.

• Maintenance Accounts: For multi-location clients, the Review Estimates modal highlights non-compliant quotes, making low-margin bids a conscious exception rather than an accident.

Residential Construction:

• Fixture Upgrades: When creating change orders for new builds, the app ensures fixture upgrades don't undercut the project's profit targets.

• Late-Job Extras: If framing or electrical extras drop below the minimum margin, a warning icon appears that you can tap to see the required dollar adjustment so you can fix it before sending it to the rep.

• Volume Builds: Use the Review Estimates modal to quickly identify and send compliant change orders, keeping small additions on track.

Commercial Construction:

• Tenant Improvements: As you add lighting or controls to a change order, the app flags low-margin items before they reach the property manager.

• Mid-Project Upgrades: If you're tempted to discount large equipment to keep a schedule moving, the warning icon you tap gives you a clear target price to discuss with your project manager (PM).

• Design-Build Revisions: For jobs with frequent revisions, the Review Estimates modal highlights non-compliant change orders, keeping complex projects aligned with your margin goals.

Use Sales Margin Control when creating or editing estimates in the Field Mobile App

1. Open your job and tap Estimates.

2. Create or edit an estimate.

3. ServiceTitan calculates the margin and checks it against those limits.

4. If an estimate is below the minimum, a warning icon appears. Tap the warning icon to see the full banner message. 

5. The full banner message shows the dollar amount needed to reach the required margin. Tap Edit Items to correct the pricing. 

6. On the estimate that opens, the warning is shown again. You can tap View to edit the estimate items until the required margin is reached.

   Note: You are not blocked from selling an estimate if its low margin. However, we recommend that you align with your team as to how you should proceed with low margin estimates.

   

Use Sales Margin Control when sharing or presenting estimates in the Field Mobile App

When you share or present estimates, the Review Estimates modal highlights non-compliant estimates, pre-selects compliant ones, and requires an explicit choice to send any non-compliant estimate.

Sharing estimates

1. Open your job and tap Estimates.

2. Tap an estimate to open it.

3. On the estimate that opens, tap the Share icon at the top.

4. On the next screen, tap Email or Text message.

5. A Review Estimates modal appears for any non-compliant estimates.

6. You have three options:

   • Tap Expand  to open the non-compliant estimate and edit the estimate items until the required margin is reached.

   • Tap Share Remaining to only share the estimates that meet the required margin.

   • Tap Continue with All. If you select this option, you are opting to share all estimates, even the ones that don't meet the required margin. 

Presenting estimates

1. Open your job and tap Estimates.

2. On the screen that opens, tap Present Proposal.

3. A Review Estimates modal appears for any non-compliant estimates.

4. You have three options:

   • Tap Expand  to open the non-compliant estimate and edit the estimate items until the required margin is reached.

   • Tap Share Remaining to only share the estimates that meet the required margin.

   • Tap Continue with All. If you select this option, you are opting to share all estimates, even the ones that don't meet the required margin. 

Want to learn more?

• See Create estimates in the ServiceTitan Field Mobile App

• See Edit estimates in the ServiceTitan Field Mobile App