How to Create an Estimate in ServiceTitan

To create an estimate in ServiceTitan, first select “View Current Job” from the dashboard. Then tap “Estimates” and “Add Estimate”. Choose an estimate template, fill in the details, and add items from your price book. Once complete, present the estimate to the customer for approval, which will convert to a job upon acceptance.

How to Create an Estimate in ServiceTitan

To create an estimate in ServiceTitan, follow these steps:

1. From the dashboard, tap “View Current Job”.
2. Tap “Estimates”, then “Add Estimate”.
3. Select the estimate template you want to use. You can choose between dynamic templates, where prices automatically update based on your price book, or static templates with fixed prices
4. Fill in the estimate details, including an internal name for organization and a customer-facing name. You can also include a summary that will auto-populate into the invoice summary when the estimate is sold
5. Add items to the estimate template by selecting them from your price book. You can customize descriptions, quantities, and pricing as needed
6. Once the estimate is complete, it can be presented to the customer for approval. Upon acceptance, the estimate will convert to a job and work can begin.

For more advanced options, you can:

• Create an estimate from an existing job by going to the job record, clicking the “Job Actions” dropdown, and selecting “Create Estimate”.
• Add an estimate to an opportunity by selecting the project opportunity when creating the estimate.
• Export an estimate as a template to reuse for future jobs.

Remember, estimates in ServiceTitan serve as proposals outlining the work to be performed upon the customer’s acceptance. Creating thorough, professional estimates helps streamline the sales process and sets clear expectations for the job.

For more tools designed for your business needs, check out the following resources: 

• Cleaning Service Software
• Employee Monitoring Software
• Hubstaff Review
• mHelpDesk Review

References