Estimate Templates

Required Role: OWNER, EMPLOYEE
Plan Required: All Plans

Create reusable estimate templates to speed up estimate creation and maintain consistency across estimates.

Overview

Estimate Templates allow you to save common estimate structures with pre-filled line items, notes, and settings. Use templates to quickly create estimates without re-entering the same information.

Getting Started

Access Estimate Templates from:

• Estimate Templates in the sidebar
• Or Estimates → "Templates"

Creating Templates

Step-by-Step: Create a New Template

1. Navigate to Estimate Templates

2. Click "New Template" or the plus icon

3. Enter template details:

• Template Name: Name for the template (e.g., "Standard Lawn Care")
• Description: When to use this template

4. Add template line items:

• Click "Add Line Item"
• Description: Service description
• Quantity: Default quantity (can be adjusted)
• Rate: Default rate (can be adjusted)
• Repeat for each service

5. Add template notes:

• Notes: Standard notes to include
• Terms: Payment terms (optional)
• Validity: Estimate validity period (optional)

6. Click "Save Template"

Template Information

• Template Name: Descriptive name
• Description: When to use template
• Line Items: Pre-filled services
• Notes: Standard notes
• Terms: Payment terms
• Settings: Default settings

Using Templates

Creating Estimate from Template

1. When creating new estimate

2. Click "Use Template" or template dropdown

3. Select template

4. Template line items populate

5. Adjust as needed:

• Change quantities
• Modify rates
• Add/remove items
• Update notes

6. Complete estimate as normal

7. Save estimate

Related: See Estimates for estimate creation

Managing Templates

Editing Templates

1. Go to Estimate Templates

2. Click on template name

3. Click "Edit" button

4. Update line items or settings

5. Save changes

6. Note: Changes don't affect existing estimates

Duplicating Templates

1. Open template detail page

2. Click "Duplicate" or menu option

3. New template created

4. Edit as needed (e.g., create variation)

5. Save

Archiving Templates

1. Open template detail page

2. Click "Archive" or "Deactivate"

3. Template is hidden from active list

4. Can be reactivated later

5. Existing estimates using template are not affected

Deleting Templates

1. Open template detail page

2. Click "Delete" button

3. Confirm deletion

4. Note: Cannot delete templates used in existing estimates

5. Only OWNER can typically delete

Template Best Practices

Common Template Types

• Service-Specific: Templates for specific services
• Property-Specific: Templates for property types
• Seasonal: Templates for seasonal services
• Package Templates: Templates for service packages

Template Organization

• Use clear, descriptive names
• Group similar templates
• Document when to use each template
• Keep templates updated

Common Tasks

Creating Service-Specific Template

1. Create template for service type

2. Include standard services for that type

3. Set typical quantities and rates

4. Add service-specific notes

5. Save template

Creating Seasonal Template

1. Create template for season

2. Include seasonal services

3. Set seasonal pricing

4. Add seasonal notes

5. Archive when season ends

Viewing Template Usage

1. Open template detail page

2. View usage statistics:

• How many estimates created from template
• Recent usage
• Revenue from template estimates

Troubleshooting

Template not appearing

• Check status: Ensure template is active (not archived)
• Refresh page: Try refreshing
• Verify template: Check if template is saved correctly
• Check filters: Ensure filters aren't hiding template

Template line items not populating

• Check template: Verify template has line items
• Refresh: Try refreshing estimate page
• Select again: Try selecting template again
• Review template: Open template to verify content

Can't edit template

• Check permissions: Only OWNER and EMPLOYEE can edit
• Verify template: Ensure template exists
• Try again: Refresh and try again
• Contact support: If issue persists

Template changes not saving

• Check required fields: Ensure all required fields are filled
• Review content: Verify template content is valid
• Try again: Refresh and save again
• Contact support: If issue persists

Related Articles

• Estimates - Using templates in estimates
• Services Catalog - Services in templates

Best Practices

1. Create common templates: Templates for frequently used estimates
2. Keep updated: Regularly update template pricing
3. Use clear names: Name templates clearly
4. Document usage: Note when to use each template
5. Organize well: Group related templates
6. Test templates: Test templates before using widely
7. Review regularly: Periodically review template performance
8. Archive unused: Archive templates you no longer use
9. Customize as needed: Adjust templates when creating estimates
10. Track usage: Monitor which templates are most used