Overview
If your office uses Template Manager, you can select and apply templates for estimates in the Field Mobile App. You can also preview generated estimate PDFs and send them through email. This helps ensure you send accurate, branded paperwork on every job.
Who uses this feature
Technicians
Applies to all business types
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration and office setup are required to use this feature. Please contact your office for details.
Things to know
If your office has a required format for estimates, the Field Mobile App uses that template and allows you to preview it as a PDF before sending. You can still select from available templates, but the app helps to guide the choices.
The names of certain screens, tabs, and so on may be different based on your selection in Menu
> Settings. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.
Use cases
As a technician, you work for a residential business that requires a specific template for estimates.
Present and email estimate using Template Manager in the Field Mobile App
Open your job and:
If your default terminology is set to Residential, tap Estimates.
If your default terminology is set to Commercial, tap Proposals.
If you haven't done so yet, create an estimate.
Tap Present Proposal.
On the screen that opens, tap Share
. 
On the window that opens, tap Email.
On the screen that opens, select the template you want to use, select the estimate options you want to include, then tap Present.
Note: If your office has set up a global default for Template Manager, a default template is preselected for you, but you can change it if needed.
If everything looks good, tap Send
to email the estimate to the customer.