Create estimates with spec-based template forms on the job page

Overview

You can create and update spec-based estimates directly from a form on the desktop job screen. This form-first approach lets the system automatically determine the correct template based on your form responses.

Things to know

• The existing Add an Estimate workflow for creating Spec Based Estimate Template (SBET) estimates from the job screen Actions dropdown is unchanged. You can continue to select a template first using that standard method.

• SBET forms display a Generates estimate on completion tag in the Forms list. This tag indicates the form is linked to a spec-based template.

• After saving or editing a form, you must refresh the job page to see the newly generated estimates.

• You can generate a new estimate from a duplicated SBET form, even if the original form is linked to a sold estimate.

Best practices

• Use the Replace Existing Estimates option when a customer requests updated pricing on an existing proposal. This keeps the opportunity clean by dismissing outdated estimates.

• Use the Create Additional Estimates option when you want to offer the customer multiple pricing scenarios for comparison.

• If you need to generate an entirely new set of estimates from scratch rather than editing, use the Duplicate option on the form to create a fresh copy.

Use cases

• A sales manager wants to offer a homeowner a second set of estimates at different quantities. They edit the SBET form and select Create Additional Estimates to add new options alongside the originals.

• An office user duplicates a completed SBET form with Retain All Data to use as a starting point for a modified estimate on the same job.

Create an SBET estimate from a form on the job screen

You can start a new SBET form directly from the Files tab on the job screen. When you save the form, estimates generate automatically based on the form field values:

1. Search for the job and open it.

2. On the job record scroll down to the History section and click theFiles tab.

3. Locate the SBET form you want to use and click  Create.         

   Note: SBET forms display a Generates estimate on completion tag to distinguish them from standard forms.

4. If measurement integration is enabled for your account, the Select Measurement Option modal opens. Select one of the following and Click Next.         

   Note: If measurement integration is not enabled, you go directly to the form.

   1. Existing Measurements: Select the measurement integration you want to use.

   2. Manual Input: The form opens for you to enter values manually.

5. Complete the form fields as needed.

6. When finished, click Save. The form generates SBET estimates in the background.

7. Refresh the job page to see the generated estimates.

After the form is submitted, it displays a Completed tag in the Forms list.

Edit a completed SBET form

After an SBET form is completed, you can edit it to update values and regenerate estimates. When you save edits, a modal asks how you want to handle the previously generated estimates:

1. Search for the job and open it.

2. On the job record scroll down to the History section and click the Files tab.

3. Find the completed SBET form you want and click Edit. 

4. If measurement integration is enabled, the Select Measurement Option modal opens. Select your measurement option and click Next. 

5. Update the form fields as needed.

6. Click Save. The Save Form modal opens and asks: What would you like to do with the estimates created from this form?

7. Select one of the following:         

   1. Cancel: Closes the modal and returns you to the form without saving.

   2. Replace Existing Estimates: See Replace existing estimates below.

   3. Create Additional Estimates: See Create additional estimates below.

Replace existing estimates

When you select Replace Existing Estimates, a confirmation modal opens. Replacing dismisses the original estimates generated from this form and creates new ones:

1. Select Replace Existing Estimates and click Apply Changes. 

2. Review the confirmation message and click Yes.        

   Note: You can click No to return to the Save Form modal.

        

3. Refresh the job screen to see the updated estimates.

The original estimates display a Dismissed status, and the new estimates display as Open. Updated estimates are renamed with a number after the name. For example: Good 1, Better 1, Best 1.

Create additional estimates

When you select Create Additional Estimates, the system keeps all existing estimates open and adds new estimates to the opportunity:

1. Select Create Additional Estimates and click Apply Changes. 

2. Refresh the job page to see the new estimates.

All previously existing estimates remain Open. The new estimates are added alongside them with a number appended to the name to distinguish them from the originals. For example: Good 1, Better 1, Best 1.

Duplicate an SBET form

You can duplicate a completed SBET form to create a new copy without modifying the original. This is useful when you want to generate a separate set of estimates from a similar starting point:

1. Search for the job and open it.

2. On the job record scroll down to the History section and click the Files tab.

3. Find the completed SBET form you want to copy and click Duplicate.  The Duplicate Form opens.

4. Select one of the following options:         

   1. Create Blank Copy: Creates a blank copy with no data.

   2. Retain All Data: Creates a copy with all the original form data preserved.                

      Note: When you duplicate a form using Retain All Data, you see three entries in the Forms list: the original blank form, the completed submission, and the new duplicate. This is expected behavior.

5. Open the duplicated form, make any edits, and click Save to generate new estimates.

Want to learn more?

• See Manage spec-based estimate templates in ServiceTitan and ServiceTitan Mobile

• See Set up spec-based estimate templates

• See Manage estimates in ServiceTitan

• See Build and sell estimates in ServiceTitan Mobile

• See SBET supported formulas and operations