The lowdown: ServiceTitan® has rolled out a powerful feature for home service contractors — Spec-Based Estimate Templates (SBET) — and it’s changing how sales teams quote, sell, and win jobs. Companies like PriceFlow are helping home service businesses win more jobs and grow their bottom line by helping implement SBET.

Why it matters: Manual entry and proposal building have long been the choke point in the residential sales process. Now, ServiceTitan® is giving contractors a way to automate, standardize, and sell smarter.

The bigger play: automation meets average ticket growth

For roofing, HVAC, plumbing, and other trades, quoting accurately has always required juggling:

• Job scope

• Material quantities

• Pricebook accuracy

• Sales team input

• Formatting proposals

Spec-Based Estimate Templates streamline the entire flow.

The templates connect form inputs → pricebook items → estimate generation, giving office and sales teams a dynamic, rules-based quoting engine — no spreadsheet juggling or last-minute guesswork.

How it works

SBETs pull in key data from digital forms — think square footage, number of units, or gutter lengths — and use that data to:

• Auto-calculate material quantities

• Match correct line items from the pricebook

• Generate prebuilt “Good / Better / Best” packages

• Auto-fill estimates based on formulas

All without sales reps manually selecting line items…YES REALLY!

Why it’s a game-changer

Fewer mistakes, faster quotes.
No more forgetting fasteners or miscalculating waste. Everything is driven by pre-set logic and accurate quantity formulas.

Standardized pricing = higher margins.
Templates push sales teams to use your pre-approved pricing and service structure, ensuring margin targets are hit and upgrade options are always included.

Sales reps just fill out the form.
Once they select the proposal type and fill in a few job-specific details, everything else happens automatically — including the estimate and proposal.

Proposal Builder: The closing tool

Once the estimate is auto-generated via SBET, Proposal Builder steps in.
It formats the estimate into a customer-facing proposal, ready to sign on the spot.

• Branding 

• Tiered options

• Mobile-ready for field sales

This combo helps close more deals at higher values — without adding complexity.

Behind the scenes: Excel power users, rejoice

For advanced users, the SBET system allows formulas to be:

• Built natively in ServiceTitan®

• Or created in Excel, then imported

This gives teams the ability to:

• Use IF logic, multipliers, and conditional pricing

• Tie material quantities directly to form fields

• Change costs dynamically based on selections

It’s the best of both worlds: spreadsheet flexibility, ServiceTitan® structure.

Things to know

• SBETs lock the forms they’re tied to — no editing once active.

• You can’t delete proposal types that are linked to SBETs.

• Only users with proper permissions can build or import SBETs.

What to watch

Contractors using SBET + Proposal Builder are:

• Reducing estimate build time by 70%, yes 70%!

• Increasing average ticket sizes

• Closing jobs faster with prebuilt options and upgrades

More industries are getting tailored SBET support — roofing led the charge, but HVAC, electrical, and plumbing companies are already using it.

The bottom line

Spec-Based Estimate Templates turn your Pricebook into a sales engine.
They don’t just save time — they raise the floor and ceiling of every estimate your team sends.

In an industry where speed and accuracy win jobs, SBETs are the silent MVP behind the scenes.