Create an Estimate Template
To create an estimate template, navigate to Templates > Estimate Templates.
In the top right corner, click on 
. A pop-up opens where you will:
Name the template (this may be single-storey, double-storey, or any other description of a template you want to use).
Select or add the Project Type.
Click on
.
Adjust the Settings
The estimate template opens in the costings section. Click on the Details Tab to review settings. Below are the corresponding areas of the Details Tab and their purpose:
Template Indicator:
will appear to confirm you are working in a template and not in an estimate or specific lead.
Template Status: 
. The status of the template determines whether it is available for use. Ensure you publish templates to make them available.
You can utilise Estimate Versions to track those not used in templates.
Name & Project Type: Update the information if there was an error at initial setup.
Description: add any notes or information for the users/yourself.
I.e., Standard price for timber frames with gold specifications, adjust the footings allowance.
Choose how to manage the markup on allowances.
You can choose to:
Distribute over all non-allowance items. This means the allowance(s) amount on the quote will not display with the markup. The markup will still be included in the total price, but it will be distributed over other items.
Not to distribute allowance markup. In this scenario, the markup will be added to the allowance amount and will show on the quote.
Note: This may provide sufficient information for your customer to determine how much markup you have set in your job(s).
Save changes.
Adding your Costings, Cost Categories, and Line Items
After saving any changes, navigate to the Costings Tab. This is where you can add Cost Categories that will automatically be included when you use the templates to create a new estimate.
Click on + Cost Category. Using the drop-down box, click on and add the Costing Categories (
) you want to include on the template. ℹ️ Costing Categories are headings used to group Cost Items together, for example, a costing category may be Plumbing, and the cost items grouped under this category may be "supply toilet" and "plumber install baths, hot and cold pipes".
💡 If no Costing Categories are available to select, you will need to visit
Settings > Data Setup > Cost Categories and add your required Cost Categories.
Next, within each cost category, you can add items (
) that will be included in the estimate template. For example, if all your jobs include certain cost items, like "Pre-handover professional builder's clean" or "External clean", you can add these items under the cost category Cleaning. To add an item, expand the cost category by selecting the relevant action:
On the left of each costing item, you can choose how you want the item to display on your specifications document (
). You can choose to display the item as Included (Inc), Excluded (Ex), Note, or Allowance. You can set up a checklist for each cost category; these are items for the estimator or salesperson to tick off as they progress through the quotation process.
Cost Options
Cost options are options provided to the customer to approve or decline, such as an upgrade. For example, an upgrade to floor-to-ceiling tiles or adding a landscaping package.
⚠️ Only set cost options in templates that you use repeatedly.
ℹ️ To learn how to set up cost options, watch this short video here.
Request for Quotes (RFQs)
You can add regularly quoted RFQs to your templates as part of your estimating process. For example, structural steel or A/C installation.
⚠️ Only set the request for quotes in templates that you use repeatedly.
ℹ️ To learn how to set up RFQs, refer to this article here.
How to organise your Specifications Display in your Proposals
Below is an example of how cost items are displayed on a specification document based on the selected display option.
To set your Specification Template, navigate to the Specifications Tab in your estimate template.
⚠️ If no option is selected, the cost item won't be displayed in the specifications. This can be used to record details for internal use only.
Click on the cost centre to view items.
Use the = symbol to drag each Cost Category or Item up/down and set them in the desired order.
Click on the square to add a photo of the item (or add those directly in your catalogue for better consistency).
ℹ️ Once you have completed your first template, you can duplicate it to save time on the next one, and adjust and rename the copy as needed.
⚠️ Remember to save your progress as you go!