This improvement to Spec-Based Estimate Templates (SBET) allows inside sales and office staff to open, edit, and resubmit SBET forms directly from the desktop job page, bringing the desktop experience to parity with the mobile app.
What's changing?
Previously, the desktop job page started the SBET process at template selection, not form selection. This meant that if a technician completed an SBET form on mobile and a follow-up estimate was needed, office staff were unable to generate new estimates from that form. Instead, they had to fill out a brand new SBET form from scratch, creating extra work and risking unintended duplicate estimates. Now, office staff can open a completed SBET form on the desktop job page, make edits, and choose to either replace existing estimates or add new ones, with measurement integration supported throughout.
Resources
Before and After
Before (Current)
A technician completes an SBET form on mobile, generating estimates for a homeowner.
The homeowner follows up and requests revised pricing.
An office staff member opens the desktop job page but cannot edit the existing SBET form to generate new or update existing estimates.
The office staff member clicks Build Estimate to fill out a brand new SBET form from scratch.
New estimates are created, but there is a risk of duplicate or unintended estimates on the job.
Impact: Office staff spend extra time recreating work already done in the field, and there is a higher risk of estimate errors or duplicates.
After
A technician completes an SBET form on mobile, generating estimates for a homeowner.
The homeowner follows up and requests revised pricing.
An office staff member opens the desktop job page, navigates to Files > Forms, and sees the SBET form tagged as Generates estimate on completion.
The office staff member clicks Edit on the completed form, selects a measurement option if applicable, and updates the form values.
On save, they choose Replace Existing Estimates to dismiss prior estimates and generate updated ones, or Create Additional Estimates to add new estimates without removing existing ones.
Tip: This workflow also applies to blank SBET forms attached to the job. Office users can navigate to Files > Forms, complete a new form, and generate an estimate using the same template auto-selection logic.
Note: The option to create an estimate through Job Actions > Add an Estimate remains available.
Impact: Office staff can revise estimates directly from the desktop without field involvement, reducing rework and improving response time to homeowners.
Who uses this feature
Roofing
Administrators, CSRs
Region availability: USA
How it works for your industry
Roofing
A homeowner calls back after a roofing inspection to ask about upgrading from a 3-tab shingle to an architectural shingle. The inside sales rep opens the desktop job page, finds the completed Spec-Based Estimate Template (SBET) form, updates the material inputs, and selects Replace Existing Estimates to generate a revised proposal without sending the technician back to the roof.
After a storm damage assessment is completed on mobile, the office determines that the square footage measurement needs to be corrected based on updated aerial data. The office staff member opens the SBET form on desktop, adjusts the measurements, and saves to generate a corrected estimate — choosing to replace the original so the homeowner receives accurate pricing.
A sales manager wants to offer a homeowner two package options after an exterior inspection — one for a full roof replacement and one for a repair. They open the SBET form on desktop, complete a second pass with updated scope values, and select Create Additional Estimates so both options appear on the job without removing the original estimate.
How to Prepare?
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Spec-Based Estimate Templates (SBET) configuration enabled.
Confirm that the staff members who manage follow-up estimates have access to the desktop job page and know how to navigate to Files > Forms.
Train office staff on the two save options — Replace Existing Estimates and Create Additional Estimates — so they choose the right action based on the homeowner's request.
Identify which jobs in your pipeline may benefit from estimate revisions so your team can use this improvement as soon as it is available.
Bookmark the relevant Knowledge Base articles for quick reference when training your team on the updated desktop workflow.