Enter 3 fields on each equipment estimate line item

The instruction to "enter the price and quantity for each item you add to the estimate" applies to the line items you build before the customer sees the document, according to ServiceTitan. This general rule covers the items you add to the estimate, according to ServiceTitan. When the item is equipment, the specific fields named are QTY, Unit Cost, and Unit Price, according to ServiceTitan. These three fields hold the quantity, cost, and price for the equipment, according to ServiceTitan.

Check the item type before you type numbers. If the line is equipment, the QTY field takes the quantity, the Unit Cost field takes the cost, and the Unit Price field takes the price, according to ServiceTitan. If the line is not equipment, the specific field names may differ, but the instruction to enter the price and quantity for each item you add to the estimate still applies, according to ServiceTitan.

Do not leave the quantity blank if you are billing for the item. The QTY field is where the quantity for the equipment goes, according to ServiceTitan. Do not leave the Unit Price blank if you are billing the customer for the equipment. The Unit Price field is where the price for the equipment goes, according to ServiceTitan. The Unit Cost field is where the cost for the equipment goes, according to ServiceTitan.

Open the estimate line and verify that the QTY, Unit Cost, and Unit Price fields are filled for equipment items, according to ServiceTitan. Verify that the price and quantity are entered for each item you add to the estimate, according to ServiceTitan.

Before you send an estimate, verify the specific fields that control what the customer sees and what your inventory system records. The core data points you must confirm depend on the software you use, but they generally fall into three categories: quantity adjustments, item lists, and inventory constraints.

First, check your quantity entry for partial billing. If you need to bill a customer for only part of an item, the system may allow fractional quantities. For example, if you want to bill your customer 50% for an item on the estimate, enter 0.5 in the Add Qty field for that item, according to ServiceTitan. Do not assume every line type uses this exact field name, as different platforms may label the quantity input differently.

Second, review your frequently used line items list to ensure your most common services and materials are easily accessible. The frequently used line item list shows up to 30 of the most commonly added line items to jobs and estimates, according to Housecall Pro.

When building an equipment line item, the specific fields you must populate are defined by the software documentation. For equipment, use the QTY, Unit Cost, and Unit Price fields to enter the quantity, cost, and price for the equipment, according to ServiceTitan. These three data points form the core of the equipment entry. The QTY field captures how many units of the item are being estimated. The Unit Cost field records the internal cost basis for that single unit. The Unit Price field sets the amount charged to the customer for that single unit.

The quantity field offers flexibility for partial billing scenarios. For example, if you want to bill your customer 50% for an item on the estimate, enter 0.5 in the Add Qty field for that item, according to ServiceTitan. This specific input method demonstrates how the quantity field interacts with the pricing fields. This applies to the specific item line you are editing. The documentation provides this as an example of using the Add Qty field for partial billing. It does not state that every estimate must be billed at 50 percent. The 0.5 value is a specific input for a specific scenario described in the source.

The same field structure applies to material line items. For materials, use the QTY and Unit Cost and Unit Price fields to enter the quantity, cost, and price for the material, according to ServiceTitan. This indicates that the equipment and material lines share the same three-field structure for quantity, cost, and price. The distinction lies in the category of the item being added. Whether the item is classified as equipment or material, the fields remain QTY, Unit Cost, and Unit Price. This consistency helps standardize the data entry process across different line item types.

When filling these fields, ensure the quantity matches the physical amount being estimated. If you are estimating half of a unit, the quantity field should reflect that fraction. This structure allows for accurate tracking of both cost and revenue for each line item. The documentation specifies these fields for the "Set up an estimate by line item" process.

When you are ready to add a non-equipment item to the estimate, the process starts with a simple click. According to Housecall Pro, you add a line item by clicking to add a Service or Material.

As you build your list, you will notice a shortcut for items you use often. The frequently used line item list shows up to 30 of the most commonly added line items to jobs and estimates, according to Housecall Pro. This cap of 30 items is based on your historical usage, meaning the list reflects what your team actually enters most often. If your standard service calls involve more than 30 distinct items, the list will prioritize the top 30 by frequency. This helps keep the interface clean while giving you fast access to your most common entries.

The order in which you enter these items matters for how the job appears elsewhere in the system. The top Line Item entered under 'Services' will serve as the Job Description on your Schedule, the mobile app dashboard, and under the 'Upcoming Jobs' tile on your Dash page (if applicable), according to Housecall Pro. This means the first service line you add becomes the primary label for the job in several views. To ensure the correct label appears on the schedule and mobile app, enter the primary service description as the first line item under the Services section.

When a product’s stock count reaches zero, the system’s behavior depends on the specific setting configured for that warehouse. The first option is Restrict, which prevents using a work order product when inventory in the specified warehouse is 0, according to Microsoft.

The second option is Confirm, which displays a warning message when there's an attempt to use a work order product and inventory is 0, according to Microsoft. Unlike Restrict, this setting does not block the entry; it only alerts the user to the zero-inventory status. You must choose between these two behaviors based on your operational needs. Do not assume that zero inventory always blocks the line; the outcome depends on which of these two settings is active.

Pricing for these items draws from a specific source. Dynamics 365 Field Service uses the Dynamics 365 product catalog and price lists for on-site service, according to Microsoft. You can deduct used products from inventory levels either in the Field Service inventory module, Dynamics 365 Finance & Operations, or an external Enterprise resource planning (ERP) system, according to Microsoft.

Once the estimate is built and the inventory settings are verified, the next step is securing customer approval. If you're collecting an in-person approval, you can capture the customer’s signature right on your phone!, according to Housecall Pro. The signature is captured directly on the mobile device during the interaction.

The following table maps the specific estimate line fields and inventory settings documented by each publisher. Use this reference to verify which data points are available in your specific software environment before sending an estimate to a customer.

Check your software documentation to confirm whether your specific version supports the Restrict or Confirm settings for zero inventory. Verify that your equipment lines include the QTY, Unit Cost, and Unit Price fields before finalizing the estimate.

Use the table below to verify the entry for a single item before the estimate is finalized. The instruction is to enter the price and quantity for each item you add to the estimate, according to ServiceTitan.

Fill the quantity and price cells with the values from your current screen. Do not add columns for fields that are not visible on the estimate line you are editing. This worksheet is for your own verification; it does not replace the software’s validation.

Which three fields does ServiceTitan name on an equipment estimate line?

For equipment, use the QTY, Unit Cost, and Unit Price fields to enter the quantity, cost, and price for the equipment, according to ServiceTitan. These three specific fields are named for equipment lines in the "Set up an estimate by line item" documentation. Enter the values for these fields before sending the estimate to the customer.

What does entering 0.5 do?

If you want to bill your customer 50% for an item on the estimate, enter 0.5 in the Add Qty field for that item, according to ServiceTitan. This example illustrates how quantity entries affect the billed amount for a specific line item. Use this method when a partial bill is required for a single item.

How many frequent line items can the Housecall Pro list show?

The frequently used line item list shows up to 30 of the most commonly added line items to jobs and estimates, according to Housecall Pro. Check this list to quickly add recurring items to a new estimate.

What is the difference between Restrict and Confirm at zero inventory?

Restrict prevents using a work order product when inventory in the specified warehouse is 0, according to Microsoft. Confirm displays a warning message when there's an attempt to use a work order product and inventory is 0, according to Microsoft. These are two different settings documented in "Create products or services for work orders - Dynamics 365 Field Service." Select the setting that matches your inventory management needs for the specific warehouse.

Where is an in-person signature captured?

If you're collecting an in-person approval, you can capture the customer’s signature right on your phone, according to Housecall Pro. This capability is described in the "Estimates: Approvals and Signatures" help center article. Use the phone to obtain the signature during the visit.