Creating Templates from Estimates

Turn any estimate into a reusable template. Save your common estimate layouts and use them to create new estimates faster.

Save as Template

  1. Open the Estimate

    Open the estimate you want to save as a template. Make sure it has the items, sections, and pricing you want to reuse.

  2. Open the More Menu

    Tap the More button (three dots) in the top bar.

  3. Select Save as Template

    Tap Save as Template. A dialog appears asking for a template name.

  4. Enter a Name and Save

    Give your template a descriptive name (e.g., "Kitchen Remodel" or "Deck Installation") and tap Save.

What Gets Saved

  • All items and sections from the estimate
  • Item prices and quantities
  • The overall structure and layout
Note: The new template is saved as a private template by default. You can change the access rights later to share it with your team.

Using Your Template

Once saved, your template appears in the template list. You can use it when creating new estimates.

  1. Create a New Estimate

    Start a new estimate from the Estimates screen.

  2. Add Your Template

    Search for your template by name in the item search bar and add it to the estimate. All the items and sections from the template will be inserted.

Tip: Create templates for your most common job types. This saves time and ensures consistent pricing across estimates.