Template types
Creating an estimate template
Estimate templates save your most common sets of line items so you’re not starting from zero on every bid.1
Go to Organization > Templates
Click Organization in the sidebar, then select Templates from the sub-navigation.
2
Click New Template
Select New Template and choose Estimate as the type.
3
Build your line items and categories
Add the categories and line items that appear on most jobs of this type. Set default quantities and units where you know them. You can leave cost fields blank — estimators will fill those in per job — or lock in your standard rates if the pricing is consistent.
4
Assign a cost profile
Select the cost profile this template should default to. This determines which labor rates, material markups, and overhead percentages are applied when someone creates an estimate from the template.
5
Name and save
Give the template a clear, recognizable name (for example, “Commercial Tenant Improvement” or “Bathroom Remodel — Standard”). Click Save.
Creating a proposal template
Proposal templates save your cover letter language, scope of work boilerplate, payment terms, and visual layout so every proposal your team sends looks consistent.1
Click New Template and select Proposal
From the Templates page, click New Template and choose Proposal as the type.
2
Write your cover letter and terms
Add your standard cover letter copy, payment terms, warranty language, and any other sections that appear on most proposals. Use placeholder fields where client-specific or project-specific details will go.
3
Apply your branding
Upload your logo and set your brand colors if you haven’t already in Settings > Appearance. The proposal template will pull these automatically.
4
Save the template
Name it clearly and click Save. Your team can now select it when creating a new proposal.
Creating a project template
Project templates define the phases, tasks, and checklists that make up a typical job. When you kick off a new project from a template, the structure is already built — you just fill in the dates and assignees.1
Click New Template and select Project
From the Templates page, click New Template and choose Project as the type.
2
Define phases and tasks
Add each phase your standard project goes through (for example, “Pre-construction”, “Rough-in”, “Finishes”, “Punch list”). Within each phase, add the tasks and checklists that need to be completed.
3
Save the template
Name the template and click Save. You can update it at any time if your standard process changes.
Using a template when creating new work
When you start a new estimate, proposal, or project, look for the Use Template or Select Template option near the top of the creation form. Choosing a template pre-fills the new item with all the template’s content. You then customize the specifics — client name, project address, actual quantities, start dates — without re-entering the structure.Editing and updating templates
Templates are live — any change you save immediately affects future items created from that template. Existing estimates, proposals, and projects that were already created from the template are not retroactively updated. To edit a template:- Go to Organization > Templates.
- Click the template name.
- Make your changes and click Save.