---
title: "Conduct a sales visit"
slug: "roofing-best-practice-conduct-a-sales-visit"
updated: 2026-10-16T02:46:39Z
published: 2026-10-16T02:46:39Z
canonical: "help.servicetitan.com/roofing-best-practice-conduct-a-sales-visit"
---

> ## 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.

# Conduct a sales visit

## Overview

This guide covers the best practices for creating, presenting a roofing proposal, and closing the deal using Spec-Based Estimates in ServiceTitan Mobile. By following the steps in this guide, you can efficiently create, present, and close roofing proposals to drive successful deal outcomes and deliver a professional customer experience.

---

### 

#### Who uses this feature

- Sales associates
- Primarily for Residential Roofing contractors

#### Feature configuration

- This workflow uses [Spec Based Estimate Templates](/roofing/docs/set-up-spec-based-estimate-templates), a feature that is in private preview. If not already enabled, please [sign up for the private preview here](https://docs.google.com/forms/d/e/1FAIpQLSeBzJrSA5jNnlwsZ-39_ZLJdeSA6GwA6i8xl25iOsYYRHz0uw/viewform).

## Things to know

- If using one of our integrated third-party measurement tools, review those specific workflows here: [Hover](/roofing/docs/create-estimates-with-hover-in-servicetitan-and-servicetitan-mobile), [Eagleview](/roofing/docs/create-estimates-with-eagleview), [GAF Quickmeasure](/roofing/docs/create-estimates-with-gaf-quickmeasure).
- If measurements have been previously collected, [you can create an estimate from the office application](/roofing/docs/manage-spec-based-estimate-templates-in-servicetitan-and-servicetitan-mobile#create-spec-based-estimates-from-office) before your arrival onsite.

## Conduct a sales visit

During a sales visit, proposals allow you to present multiple estimates in a formal document to gain customer approval, collect payment, and close out the sales job.

> [!NOTE]
> **Note:** During a sales visit, you can create custom proposals or use pre-built templates. For more, see [Setup document template](/v1/docs/set-up-contract-builder).

1. In ServiceTitan Mobile go to the dashboard.
2. Tap **View Job**.

> [!NOTE]
> **Note:** You must be assigned as the technician on the job by your office admin team before the job is visible.

![Screenshot of the ServiceTitan dashboard showing a customer job overview with the View Job button highlighted near the bottom of the job panel; header shows customer name and basic job info.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)
3. Review the job details, including the address and appointment time or Arrival Window.
4. When ready to leave for the appointment, tap **Dispatch**. ![Screenshot of the ServiceTitan job screen with the Dispatch button highlighted in the top-right of the job panel; left sidebar with navigation icons visible and job details such as address and arrival window shown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)
5. When you reach the job location, tap **Arrive**.
6. In the confirmation window that opens, tap **Yes**. ![Screenshot of the ServiceTitan job screen showing the Arrive button highlighted and a pointer indicating the confirmation dialog; job details and left navigation are visible.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

> [!NOTE]
> **Note:** Depending on your account configuration, tapping the Dispatch and Arrive buttons may send notifications to the customer and/or your administrative team.

> [!TIP]
> **Tip:** Any images or notes are available in the Job History.

1. After meeting with the customer, collect relevant measurements and photos onsite.
2. When ready to create a proposal, tap **Proposal**. ![Screenshot of the Job screen showing job details with left navigation; the Proposal option is visible and highlighted](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)
3. In the window that opens, tap **Create Proposal**. ![Screenshot of the Job screen showing job details with left navigation; the Proposal option is visible and highlighted](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

The *Proposal Builder* workflow opens in a new browser window. Follow the steps below to create a proposal.

### Step 1: Enter general information and design details

Fill out general information about the proposal and select the pre-built design from the options.

![Screenshot of a proposal creation interface titled Step 1: General Information and Design showing fields for Proposal Name (filled with Test Proposal), Business Unit, Proposal Summary, and a template selection area with a roofing proposal thumbnail](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

1. Fill out the *General Information* section about the proposal:
  1. **Proposal Name**
  2. **Business Unit**

> [!NOTE]
> **Note:** Business Unit is prefilled based on the job's business unit.
  3. **Proposal Summary**
2. Select one of the prebuilt design templates.
3. Tap **Next**.

### Step 2: Build your roofing estimate

Select one of the prebuilt spec based templates to build estimates.

![Screenshot of an application Step 2: Build Estimate screen showing a progress indicator at the top, the Spec Based Template tab selected, a checked Exteriors Proposal Builder + SBET template, and UI buttons including Continue to Measurements](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

1. Tap **Spec Based Template** tab.
2. Select one of the prebuilt spec based templates.
3. Tap **Continue to Measurement**.

### Step 3: Enter your measurements

On the *Measurements* tab, select one of the preordered measurement options. If no measurements were ordered, select **Manual Input** to enter manually.

> [!NOTE]
> **Note:** The fields on your form are customized to match your company's pricebook and estimating calculations.

![Screenshot of a proposal builder Measurements step showing a dropdown with Existing Measurement selected and a hand cursor pointing at it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

1. Tap **Existing Measurement**.
2. From the *Measurement* dropdown, select the preordered measurements.
3. Tap **Next**.
4. On the *Measurements* screen, enter the roofing measurements.

> [!NOTE]
> **Note:** If you selected a preordered Existing Measurement, some fields will be prefilled in the Roofing Measurements section. You can edit them anytime.
5. When finished, tap **Submit**.

> [!NOTE]
> **Note:** When the form is submitted, an estimate is generated in the Estimates module. If you made a mistake or forgot to add an item, you can edit submitted form measurements.

### Step 4: Fill out the information

On the *Create Proposal* screen, fill out different sections to create the final proposal.

[IMAGE PLACEHOLDER: Screenshot of the "Create Proposal" page showing a progress bar across the top, a proposal card with thumbnail and title "Test Proposal", and expandable sections listed (Select Estimates, Contract Information, Style and Color Selection, Add Attachments, Payment & Terms) with an active "Next" button at the bottom-right.]

1. From the *Select Estimates* window, view and select estimate options to include in the proposal.
2. When finished, tap **Next**.

![Screenshot of the Select Estimates window showing three estimate cards side-by-side labeled Good, Better, and Best, each with a thumbnail image, item counts, total price, and buttons View and Sell; the UI shows selection checkboxes and a Total Selected Price summary in the top-right.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

1. Enter your contract specific information.
2. When finished, tap **Next**.
3. Tap **Select Variation** to select the style and color for materials with multiple options, such as shingles.
4. When finished, tap **Next**.

> [!NOTE]
> **Note:** You can skip this step, if you have not selected a color yet.

![Style and Color Selection dialog showing multiple material options with price lines and Select Variation buttons on the right.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)
5. To add attachments to your proposal, tap **Attach Files** and select the files or images. ![Add Attachments dialog with an Attach Files button, allowed file types text, and an empty attachments area with an illustration indicating no attachments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)
  1. After the files appear, select the files to include and tap **Next**.

> [!NOTE]
> **Note:** The system automatically displays photos taken before you start the proposal, but you still need to select each item manually.

![Add Attachments dialog showing uploaded thumbnail images with selection handles and a cursor pointing at a thumbnail.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)
6. **Payments & Terms** autopopulates if you select one estimate. If you select more than one estimate, skip this step and tap **Next**.

![Screenshot of the Payment & Terms section in the proposal creation interface showing fields for Purchase Price, Deposit, Balance Due Upon Completion, payment method dropdowns, and Cancel and Next buttons](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

After entering all information in the sections, tap **Next** to preview the proposal.

![Screenshot of a horizontal navigation bar with a Back button on the left and a Next button highlighted on the right](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png_page_0009_img_07.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

### (Optional) View the proposal

While creating the proposal, you can view it as well.

1. Tap **Present** on the *Create Proposal* screen. The *Proposal Preview* screen opens.
2. Present the proposal to your customer from this screen.
  1. Scroll down manually to view the full proposal.
  2. Tap the zoom‑in icon to zoom in and the zoom‑out icon to zoom out.
  3. Tap the download icon to download the proposal as a PDF.
  4. Tap the next‑page icon to go to the next page.
  5. Tap the previous‑page icon to go to the previous page.
3. When finished, tap **x** to close the preview screen.

### Step 5: Preview and send the proposal to the customer

You can also preview the proposal before sending it to the customer in the last step.

![Preview proposal screen showing a proposal document with company logo, house photo, header table, and proposal layout](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png_page_0009_img_07.png_page_0010_img_01.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

1. After previewing the proposal, tap Send Proposal to send it to your customer.
2. In the Send Proposal screen, you can customize how it's sent to your customer.

![Send Proposal form screenshot showing fields such as From, Sender Email, To, Full Name, Subject, Summary, attached estimates section, and a Send Proposal button](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png_page_0009_img_07.png_page_0010_img_01.png_page_0010_img_02.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

1. **Name:** Company's name.
2. **Sender Email:** Company's email address.

> [!NOTE]
> **Note:** It's set to noreply@servicetitan.com by default, but you can modify it. You can edit it in **Settings > Invoices > Email > Proposals**.
3. **Home Owner Email:** Homeowner's email address.
4. **Full Name:** Homeowner's name.
5. **Sales Person Email:** Sales technician's email address.
6. **Full Name:** Sales technician's name.
7. **Bcc:** Send a copy of the proposal.
8. **Subject:** Subject of your mail.
9. **Summary:** Summary of your mail.
10. **Online Link Expiration:** Date of the proposal online link expiration.
11. **Attached Estimates:** Presented estimate options.
12. **Attachments:** Additional files.

1. When finished, tap **Send Proposal**.

## Complete a sales visit in ServiceTitan Mobile

Sales technicians must close all jobs before leaving the property, whether the proposal is sold or not. Your company may also require you to complete certain forms when a job is sold, and sometimes even when it isn't.

To complete the job:

> [!NOTE]
> **Note:** You can skip the forms and just close out the jobs in Step 6.

1. Go to the job and tap **Forms**.

> [!NOTE]
> **Note:** You may also receive a notification to complete a form, then tap **Continue**.
2. Required forms are marked as *Required*. Tap a form name to select it.

[IMAGE PLACEHOLDER: Screenshot of ServiceTitan Mobile "Forms" screen showing a vertical list of form names with one entry marked "Required" and a scrollbar at the right]

1. Fill out the fields in the form. For more, see [Complete a form](https://help.servicetitan.com/roofing/docs/roofing-best-practice-conduct-a-sales-visit).

> [!NOTE]
> **Note:** You can customize the form fields to match your company's specific needs.
2. When finished, tap **Save**. ![Close-up screenshot of form action area showing two buttons—an outlined EMAIL button and a blue SAVE button with a hand cursor pointing at the Save button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png_page_0009_img_07.png_page_0010_img_01.png_page_0010_img_02.png_page_0012_img_01.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

> [!NOTE]
> **Note:** Accuracy at this stage is important as information may be used to order material.
3. Tap **Back to forms** to return to the *Forms* module. ![Dialog box titled Form Saved, Completed with the text Form is submitted. and two action links/buttons on the right—BACK TO FORMS (pink) and BACK TO JOB (blue)—with a hand cursor over the Back to Forms area.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png_page_0009_img_07.png_page_0010_img_01.png_page_0010_img_02.png_page_0012_img_01.png_page_0012_img_02.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

Now repeat the same actions for any additional forms.
4. When you submit all forms, tap **Closeout** from the *Job* tab. ![Wide screenshot of the Job screen showing the application sidebar on the left and job details on the right; highlights the Closeout area/icon at the bottom-left of the sidebar with a hand cursor.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png_page_0009_img_07.png_page_0010_img_01.png_page_0010_img_02.png_page_0012_img_01.png_page_0012_img_02.png_page_0012_img_03.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

On the screen that opens, tap **Complete the Job**.

[IMAGE PLACEHOLDER: Knowledge Base header with ServiceTitan logo on the left and a screenshot of the Job Closeout interface on the right]

1. If any requirements are missing, they appear as an alert on the *Job Closeout* screen. Complete the requirements by tapping on the alert.
2. If there are no alerts, tap **Closeout**.
3. On the pop-up that appears, tap **Complete Job**.

![Pop-up dialog in the Job Closeout screen asking Are you sure you want to complete this job? with Cancel and Complete Job buttons](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/conduct-a-sales-visit_page_0002_img_01.png_page_0002_img_02.png_page_0002_img_03.png_page_0003_img_01.png_page_0003_img_02.png_page_0004_img_01.png_page_0005_img_01.png_page_0006_img_01.png_page_0007_img_02.png_page_0008_img_02.png_page_0008_img_03.png_page_0008_img_04.png_page_0009_img_06.png_page_0009_img_07.png_page_0010_img_01.png_page_0010_img_02.png_page_0012_img_01.png_page_0012_img_02.png_page_0012_img_03.png_page_0013_img_02.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A01Z&se=2026-11-01T21%3A57%3A01Z&sr=c&sp=r&sig=LvnbPdGTSClrbgPMoyKgyrwVo6G43KughWaXcGoTgFE%3D)

## Want to learn more?

- See [Set up spec based estimate templates](/roofing/docs/roofing-best-practice-conduct-a-sales-visit#)
- See [Create a spec based estimate from the office](/roofing/docs/roofing-best-practice-conduct-a-sales-visit#)
- See [Edit submitted form measurements](/roofing/docs/roofing-best-practice-conduct-a-sales-visit#)

The time range communicated to a customer for when a technician will arrive.

**What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores.

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)