Watch time: 8 minutes
In BuilderBid, a template is a pre-built estimating or budget worksheet structure (with items, assemblies, cost codes, etc.) that you can reuse for multiple projects. Importing a template allows you to start a new job quickly, using your tried-and-trusted format rather than building from scratch every time.
Watch this video to learn more(8 minutes):
Steps in Importing a Template
After creating your project, the next step is to import a budget template. This allows you to quickly build out your budget, takeoffs, sections, and cost items.
1. Open the Template Import Window
Click Import a Template.
A window will appear showing your list of existing budget templates.
From here, click Select on any template you want to use.
2. Review Your Imported Template
Your template now includes:
All selected sections
All line items
All units and measurement settings
Any assemblies you pulled from the library
You’re now ready for the next step: setting up your screen.
If you’re working on a small project or only need a few takeoff items, you can choose Start from Scratch instead.
1. Choose to Start From Scratch (Optional)
2. This will load a blank template, which functions like a simple spreadsheet.
You can manually:
Add section names
Add cost item names
3. Pre-configure measurements
Click the tape measure icon in the Unit column.
Select the appropriate measurement tool for that line item.
4. Pull in cost assemblies from the BuilderBid Library
Click the Cost Item Name for the row you want to populate.
On the left, select Search Library.
The BuilderBid Library will open on the right side.
You can:
Browse through folders, or
Use the search bar to type keywords
Once you find the assembly you need:
Click to select it.
Click Confirm at the bottom.
BuilderBid will import the entire assembly into your template with all details automatically filled in.
