Estimate templates
Create reusable estimate templates to pre-populate line items for common job types, so your team can quote faster without re-entering the same services each time.Before you start
- Templates are created and managed from the Estimates page in the portal.
- You need items in your pricebook, or you can add custom line items to a template.
- Only users with access to Estimates can create or apply templates.
Create a template
- Go to Estimates in the left navigation.
- Select Estimate Templates near the top of the page.
- Select Create Template (or the equivalent add action for your account).
- Give the template a name that describes the job type — for example, “Standard HVAC tune-up” or “Drain cleaning service.”
- Add line items the same way you would in a regular estimate: use Add from pricebook or Add custom item.
- Set quantities and prices for each item.
- Optionally add a default discount under Adjustments.
- Save the template.
Apply a template to a new estimate
- Go to Estimates and select Create Estimate.
- In the estimate builder, look for the option to start from a template and select it.
- Choose the template from the list.
- The template’s line items load into the estimate. Adjust quantities, add or remove items, and change the customer as needed.
- Select Save & review when done.
Result / verify
The new estimate opens in Draft status with the template’s line items already filled in. The template itself is not modified when you create an estimate from it.Troubleshooting
- Template does not appear in the list — check that it was saved and is not filtered out. Reload the page if the list appears stale.
- Line items are missing prices — if the pricebook items used in a template have been deactivated or deleted, their prices may not load. Review the template and re-add the items.