Overview
When creating a Spec-Based Template, on the third step Set Rules, You need to fill out the Excel template with the calculations. The calculations are used to determine the Pricebook items that will be added to the estimate and the quantities based on the completed forms.
Who uses this feature
Administrators, managers, and field employees
Primarily benefits Residential Roofing Service & Replacement
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The Access Setting permission is required to create or import forms in the SBET Builder and Create and Edit Spec-Based Template permission is required to build or modify the templates.
Things to know
You need to have forms created before creating the Spec Based template.
You can add services, materials, and equipments to the Spec Based templates.
When filling out Spec based forms, make sure to only input the measurements as Numbers in the form fields.
Create Excel file
You can download the sample Excel file with the preset fields from the Prepare and Import Your Formula File pop-up after clicking Import. To download, click Excel Template.
Fill out Rules Tab
On the Spec Based Calculation Excel Template provided, you will find the Rules tab, where you can see the following columns with the sample data:
SectionName: Use this field as a note field. The value you put in here does not need to match anything else existing in your account. For example, use Demo Labor if the item added will represent the Labor charge for demolition.
ProposalType: Use this field to specify the proposal type. For example, Good.
SkuCodeName: Specify the item Code listed in the Pricebook that needs to be added to the estimate.
(Optional) SkuID: This column is provided as an alternative to SKUCodeName. This is particularly useful if you have multiple items with the same SKUCodeName in your pricebook.
QuantityFormulaByName: This column should include the calculation that determines the quantity on the estimate. For example, if you use [Squares]*3, then the Pricebook item will be added with the quantity of the value entered into Squares multiplied by 3. You must refer to the field in the forms by adding the name inside brackets [ ]. For example, If the field name in the Input form is Squares, you need to add the field name in the QuantityByFormula section formula as [Squares].
ItemGroupName (Optional): Enter the name you want to be displayed on the estimate. Every item in the same group should have the same name.
ParentTag: Add the item groups Parent item in each proposal group. Every item group needs a parent item. For more details, see Create and Use item groups.
Your Spec-Based rules Excel file is now ready to be imported to set up Spec-Based Templates in ServiceTitan.
Supported Calculations
Follow these guidelines to see which calculations are supported for the QuantityFormulaByName field:
Addition with a plus sign +
Subtract with a minus sign -
Multiply with an asterisk sign *
Divide with a forward slash /
IF function with If(logic expression, value if true, value if false)
Rounding with ROUNDUP(form field name, decimal space)
Note:
Don't use the "=" at the beginning as you would in Excel.
All form fields should be within brackets [ ].