Estimate on Existing Job

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Why can we NOT put a sold estimate on an existing job???!! Makes no sense why we have to book a new job.

Example: we are at a customers house and the customer wants to accept an estimate from a previous visit. If we sell the estimate, you can not book it onto the current job. You have to create a new job. Load it on the tech & have him clock in and out.

Estimates need to be easier to use. you do NOT need a new job every time an estimate is sold. Shouldn't have to duplicate and delete estimated to make it flow correctly. 

We need the button to "add to existing job" back!!!!


New Contributor

I completely agree,  My technicians may give several different repair estimates to a customer.  The customer selects one and the technician sells it but unless he says he has the materials and wants to do the work right then I have to set up a new job for the sold estimate. Or, if the customer calls back a few days later I have to go to the old job, pull up the estimate and then set up a new job.  It is ridiculous.

New Contributor

We agree with this...This has been a question for us recently. We would love to be able to attach a sold estimate to an existing job. So many extra steps that are not needed. To have to make a  new job is crazy!