To create an estimate template that can be used over and over again, navigate to Templates > Estimate Templates > + Estimate Template in the top right and complete the following steps:
Name the template, (this may be single storey, double storey, or any other description of a template you want to use) select the project type, and click Create Estimate Template in the bottom right.
You will now be taken to the Details screen for the template, where you can add further description and select how the markup on allowances is treated within this estimate template.
You can choose to distribute over all non-allowance items which means the allowance amount on the quote will not display with markup. The markup will still be included in the total price, but it will be distributed over other items. Alternatively, you can choose do not distribute allowance markup and the markup will be included in the allowance amount.
After saving changes, navigate to the Costings tab. This is where you can add costing categories that will automatically be included when you create a new estimate. Using the drop-down box click on and add all the costing categories you want to include on the template and select + Costing Category. Costing Categories are headings you can use 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".
Note: If no Costing Categories are available to select, you need to go to 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 clicking on it and using the textbox to add or search for an existing item.
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, excluded, note, or allowance.
Below is an example of how the cost items are displayed on a specification document based on which display option is selected.
You can also add requests for quotes that will be automatically added in your template for each new job.