How ServiceTitan is unlocking efficiency in residential roofing

By Karen L. Edwards. 

Spec-based Estimate Templates is the latest technology helping roofing companies work more efficiently and accurately.  

At the recent ServiceTitan Pantheon conference, I had the pleasure of sitting in on some roofing-specific sessions that gave insight into the challenges that are holding roofing contractors back as well as some of the new technological solutions that can help them work faster and smarter, while protecting their margins.  

In Roofing and Exteriors Tools in Action: Drive Faster Estimates, Smoother Jobs and Stronger Margins ServiceTitan’s Solutions Delivery Manager, Residential Exteriors, Sue Drummond and Manager, Enterprise Residential Exteriors Success, Ryan Lioy, explored how technology — specifically ServiceTitan — is transforming the roofing and exteriors business by addressing long-standing inefficiencies. 

What’s holding roofing contractors back? 

Sue shared that roofing professionals often face hurdles such as inefficient workflows, reactive operations and disconnected tools. These issues hinder their productivity and profitability, making it clear that doing more work doesn’t always equate to more value for their business.  

To help roofing contractors get past these issues, the team has made strides in two key areas for contractors: estimating efficiency and margin protection.  

Estimating faster and smarter with Spec-Based Estimate Templates (SBET) 

SBETs are revolutionizing how estimates are created, delivering consistency and speed for contractors with faster quotes and fewer errors. The templates are customized for each contractor’s business with real-time pricing to ensure accuracy. 

Precise customization and preloaded labor and material formulas paired with industry-leading integrations with Eagleview, QuickMeasure and Hover ensure that estimates are more accurate with fewer errors. Contractors can deliver good, better and best estimating scenarios within minutes.  

Dean Munz of Munz Roofing shared with the ServiceTitan team how the SBETs have helped improve his estimating turnaround time saying, “It used to take us 30 minutes to build estimates, now it’s four.” 

Making it easier with SBETs 

User-friendly forms are a key driver behind the success and popularity of SBETs. The forms use conditional logic to guide the user through each scenario based on the way they answer the specific questions about the project and whenever possible, drop-downs options and radio buttons are used for simplicity. Advanced formulas handle manufacturer-specific calculations and items like waste factor.  

Integrations with ABC Supply, SRS Distribution and QXO make it easy to order materials directly from your preferred supplier and get a live pricing check with every estimate as price book costs are updated on a daily basis.  

Powerful reporting helps users make informed decisions 

In addition to the benefits that contractors enjoy from the SBETs, ServiceTitan helps contractors truly understand how profitable and successful their projects are through powerful, customizable reporting features. The platform leverages contractors’ data to provide project-level reporting for a detailed understanding of exactly where the job stands and what gross margins really are.