---
title: "Create estimates with spec-based template forms on the job page"
slug: "create-estimates-with-spec-based-template-forms-on-the-job-page"
updated: 2026-10-16T02:45:01Z
published: 2026-10-16T02:45:01Z
canonical: "help.servicetitan.com/create-estimates-with-spec-based-template-forms-on-the-job-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

---

### 

#### Who uses this feature

- Office employees, CSRs, and administrators
- Primarily benefits Residential Service and Replacement business types
- Primarily benefits Roofing and Exteriors trades

#### Feature configuration

- The spec based template feature must be enabled for your account. If you do not see SBET forms on the job page, contact [Technical Support](http://go.servicetitan.com/ask) to enable this feature.

## 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 This keeps the opportunity clean by dismissing outdated estimates.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](https://go.servicetitan.com/#/Search) for the job and open it.
2. On the job record scroll down to the *History* section and click the![A simple icon in the shape of a paperclip.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-attach-file.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)**Files** tab.
3. Locate the SBET form you want to use and click ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D) **Create**. ![User interface showing forms and files with a highlighted create button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-gggjykjs.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)

> [!NOTE]
> **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**. ![Select measurement option between existing measurements or manual input for data entry.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-ypleg4ho.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)

> [!NOTE]
> **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](https://go.servicetitan.com/#/Search) for the job and open it.
2. On the job record scroll down to the *History* section and click the ![A simple icon in the shape of a paperclip.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-attach-file.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D) **Files** tab.
3. Find the completed SBET form you want and click ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D) **Edit**. ![Audit trail showing various forms and their completion status in a management system.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-ysoxi7zk.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)
4. If measurement integration is enabled, the *Select Measurement Option* modal opens. Select your measurement option and click **Next**. ![Select measurement option with existing measurements and manual input choices available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-j06fk08s.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)
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: ![Options to save estimates include replacing or creating additional estimates from the form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-0zth38q0.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)
  1. **Cancel**: Closes the modal and returns you to the form without saving.
  2. **Replace Existing Estimates**: See [Replace existing estimates](/roofing/docs/create-estimates-with-spec-based-template-forms-on-the-job-page#replace-existing-estimates) below.
  3. **Create Additional Estimates**: See [Create additional estimates](/roofing/docs/create-estimates-with-spec-based-template-forms-on-the-job-page#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**. ![Options to save estimates include replacing or creating additional estimates in the form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-rpgq6iml.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)
2. Review the confirmation message and click **Yes**.

> [!NOTE]
> **Note:** You can click **No** to return to the Save Form modal.

![Confirmation prompt asking to replace existing estimates with options to confirm or cancel.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-c5bbfei3.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)
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**. ![Options for saving estimates include creating additional estimates or replacing existing ones.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-4yqzq6bl.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)
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](https://go.servicetitan.com/#/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**. ![User interface showing audit trail with forms and options for managing roofing measurements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-xke7utlg.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D) The *Duplicate Form* opens.
4. Select one of the following options: ![Prompt to duplicate a roof measurements form with options for data retention.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-estimates-with-spec-based-template-forms-on-the-job-page-image-jfxo6uhe.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A31Z&se=2026-11-01T19%3A47%3A31Z&sr=c&sp=r&sig=VPLcKSJvRXPKw1Nx0ma7MNO2goZ2h6QUO2tdtyvXGTw%3D)
  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]
> **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](/roofing/docs/manage-spec-based-estimate-templates-in-servicetitan-and-servicetitan-mobile)
- See [Set up spec-based estimate templates](/roofing/docs/set-up-spec-based-estimate-templates)
- See [Manage estimates in ServiceTitan](/roofing/docs/manage-estimates-in-servicetitan)
- See [Build and sell estimates in ServiceTitan Mobile](/v1/docs/build-sell-estimates-in-servicetitan-mobile)
- See [SBET supported formulas and operations](/roofing/docs/sbet-supported-formula-operations)

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

[Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)