Overview
Use forms configured with spec-based estimate templates to create spec-based estimates in the Field Mobile App. If roofing measurements are included on the form, they're also added to the estimate. This generates detailed material and labor costs, enabling you to close deals faster.
Who uses this feature
Technicians
Primarily for Residential Service business types
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration and office setup are required to use this feature. Please contact your office for details.
Things to know
Spec-based estimate templates can be used by all trades, but the workflow and formula functions are purpose-built to support roofing and exterior workflows.
Spec-based estimate templates conduct calculations and automatically generate a list of required materials and costs.
Create a spec-based estimate from a form in the Field Mobile App
Open the job and tap the Forms tab.
Tap the incomplete or not started form you want to use that's also labeled Generates estimate on completion.
If the form includes measurements, ensure they're correct. If you need to change the measurements or they aren't listed, tap Change or Select measurement.
Select the source from which you want to include measurements then tap Select.
Make sure the remaining form fields are correctly filled out then tap Complete.
If there are no estimates associated with the form, they're automatically created after you tap Complete. Choose an option:
Stay Here: Remain on the form.
View Estimates: Go to the Estimates tab to see the estimates you created.
Note: The created estimates will include the form name.
If there are existing estimates associated with the form, choose an option:
Add to Existing: Add the new estimates created from this form alongside any other existing estimates.
Replace: Replace any other existing estimates with the new estimates created from this form.
Then, on the next screen, choose an option:
Stay Here: Remain on the form.
View Estimates: Go to the Estimates tab to see the estimates you created.
Note: The created estimates will include the form name.
Note: New estimates can't be created from completed forms where an estimate was previously sold. If needed, you can duplicate the form to create a new estimate.
