Selling an estimate

New Contributor

Good Morning, 

I am trying to "Sell" an estimate and I am getting an error message stating that it can not be sold by a non-managed technician.  I have never had this happen before in the 2 years that I have worked here.  What is going on?

Thanks, Dawn Bradley


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Is the estimate creator someone who is no longer with the company?


Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @dawnbradley -- I don't believe non-managed techs have the ability to convert estimates. Here's a guide that gives you the different abilities for managed vs. non-managed techs on the mobile app, along with the different scenarios.

Sheena @ NiFT