Creating an Estimate Template in the Estimator

Estimate templates can be created directly within the estimator by building an estimate and saving it as a template. This allows you to reuse a predefined structure of line items for future estimates.

How Templates Are Created

Templates are created by first building an estimate and then saving that estimate as a template.

Step 1: Create a New Estimate

1. Go to the Estimates tab.

2. Click Add Estimate.

3. Enter a name for the estimate that reflects the type of work (for example, Roofing).

4. Click Save.

Step 2: Build the Estimate Structure

1. Click the Pen Icon in the first group tab to rename the tab and save it.

   1. It may be useful to give it the same name as the type of work (for example, Roofing).

2. Click on + Line Items to start editing. 

3. Add all Line Items you would normally include when quoting that type of job.

4. Save changes

⚠️ Note: Measurements are intentionally not finalized when building a template. Measurements are adjusted later when the template is applied to a real customer job.

Click on the Pen icon to Edit the line item, or the Trash Bin Icon to delete. 

Step 3: Save the Estimate as a Template (if needed)

1. Open the Add Template dropdown Arrow

2. Select Save Template

3. Enter a clear, recognizable template name

4. Confirm the save action.