Templates

Create reusable templates to speed up your estimates and invoices. Customize questions, items, and pricing logic.

What Are Templates?

Templates are reusable forms that help you create estimates and invoices quickly. Instead of building each document from scratch, you can use templates to automate calculations and pre-fill common items.

⚡

Speed

Create estimates in minutes instead of hours.

📈

Consistency

Ensure accurate pricing across all quotes.

🛠

Customization

Build forms tailored to your specific services.

Creating Templates

Templates are built using different types of questions and elements. Each response can be used to calculate totals, suggest items, or adjust pricing automatically.

  1. Navigate to Templates

    Go to the Templates section from the main menu.

  2. Create New Template

    Tap the + button to create a new template.

  3. Add Elements

    Add questions, items, and sections to build your form.

  4. Configure Logic

    Set up calculations and conditional display rules.

  5. Save and Use

    Save your template and start using it for new estimates.

Template Elements

Templates are composed of various elements that collect information and generate line items.

Element Type Description Use Case
Text Field Free-form text input Project descriptions, notes
Number Field Numeric input with units Measurements, quantities
Checkbox Yes/No toggle Optional add-ons, features
Dropdown Single selection from options Material types, service levels
Item Line item with price Products, labor, materials
Item/Template Selector Let users pick items or sub-templates Optional services, material choices
Section Group of elements Organize related fields
Tip: Use sections to organize your template into logical groups. This makes forms easier for users to fill out and understand.

Item/Template Selector

The Item/Template Selector element allows users to choose from your product catalog or select sub-templates to include in an estimate. This is useful for offering optional services, material choices, or modular template components.

Selector Options

  • Selector: Filter which items or templates appear in the selection list. Use the "Build Selector" button to create filters based on categories or tags.
  • Max: Limit how many items a user can select (leave empty for unlimited).
  • Default: Pre-select items that should be included by default.

Embedded Mode

The Embedded checkbox controls how selected items and templates behave:

Embedded = Checked (Recommended)

  • Selected templates become child elements of the selector
  • When a user selects a sub-template, its form fields appear inline and can be filled out
  • Selected items become actual line items with editable name, quantity, and price
  • Best for: modular templates where users select optional sections to complete

Embedded = Unchecked

  • Selected items are stored as references only
  • Sub-template fields do not appear inline
  • Best for: simple item selection without needing to edit the selected items
Example: If you have a "Flooring Options" selector with embedded mode enabled, when a user selects "Hardwood Flooring" template, they'll see fields for room dimensions, wood type, and finish options appear right in the form. The calculated items from that sub-template become part of the final estimate.

Advanced Scripting

Pro Feature

For complex calculations and dynamic behavior, templates support JavaScript scripting. Use scripts to calculate prices based on measurements, show/hide elements conditionally, and automate item generation.

What You Can Do With Scripts

  • Calculate area from length and width measurements
  • Apply tiered pricing based on quantity
  • Show or hide elements based on user selections
  • Automatically add items when certain conditions are met
  • Convert between different units of measurement
Learn More: See our SDK & Scripting documentation for detailed information on writing template scripts.