Template Variables
Add dynamic form fields to your templates so users can enter measurements, select options, and customize the estimate when they use it.
Overview
Template variables are form elements that collect input from the user when an estimate is being filled out. For example, a fencing template might have a numeric field for "Fence Length" that the user fills in for each project.
How It Works
- You add form elements to your template in the template editor
- When someone uses the template, they see the form fields and fill them in
- Combined with scripts, form values can automatically calculate quantities and prices
Element Types
Templates support several types of form elements for different kinds of input.
| Element Type | Description |
|---|---|
| Text | A text field for entering names, notes, or descriptions. |
| Numeric | A number field with optional unit of measurement (feet, meters, square feet, etc.). |
| Checkbox | A yes/no toggle for optional features or add-ons. |
| Single Choice | A dropdown or list where the user picks one option from several choices. |
| Multiple Choice | A list where the user can select more than one option. |
| Date & Time | A date and time picker. |
| Duration | A time duration field (hours and minutes). |
| Address | An address input field. |
| Section | A container that groups related elements together. |
| Info | A display-only text block for instructions or notes. |
| Image | Allows users to attach photos (e.g., of the job site). |
Adding Form Elements
-
Open the Template Editor
Go to Templates and open the template you want to edit, or create a new one.
-
Add an Element
Tap the Add button and choose the element type you want (Text, Numeric, Checkbox, etc.).
-
Configure the Element
Give the element a name and set its properties (default value, mandatory, visible, unit of measurement, etc.).
Element Properties
Every form element has properties you can configure to control how it behaves.
Name
The label shown to the user (e.g., "Room Length", "Include Painting").
Mandatory
When enabled, the user must fill in this field before the estimate is complete.
Visible
Controls whether the field is shown. Scripts can toggle visibility based on other field values.
Default Value
A pre-filled value that the user can change. Useful for common defaults.