Pricing & Proposals~12 min

Proposal Template Usage

Purpose

How to use ServiceTitan's estimate templates to create consistent, professional proposals efficiently.

Every time you build an estimate in ServiceTitan — templates are the starting point for all proposals.

ServiceTitan estimate templates are pre-built for common job types:

From the job, navigate to Estimates → New Estimate.

Select the template that best matches the job type.

The template pre-populates with standard line items, descriptions, and pricing.

Customize for the specific job:

- Adjust quantities and sizes to match the customer's needs.

- Add or remove line items as appropriate.

- Update descriptions to include job-specific details.

Build Good/Better/Best options by duplicating the template option and adjusting the product tier and scope for each.

Review the customer-facing preview before presenting.

Templates are managed by the office team and updated when pricing or product lines change.
If you find a template that's out of date or missing items, report it via Slack.
Don't create personal "workaround" templates — request updates to the official ones.
New templates are built when a new service offering is added.

You can add/remove line items from a template-based estimate without affecting the template itself.
Always keep the customer-facing descriptions professional and outcome-focused.
Don't delete required items (permits, disposal) to lower the price — these are part of the scope.

Templates save time and ensure consistency. Use them as the starting point for every estimate.
If no template exists for a job type, build the estimate manually and flag the gap.
Templates are designed to include everything — using them reduces the risk of forgetting line items.