Overview
Estimate templates are a one-time setup that pays off on every project that follows. Once you have built a template for each of your common project types starting a new estimate is as simple as selecting the relevant template and adjusting it to suit the job at hand. Rather than building your costings from scratch each time.
Template from an Existing Estimate
Navigate to Sales > open the relevant lead > Estimates > Costings. Click the 
button and choose Create Template then confirm.
JACK creates a new Draft template directly from that estimate, carrying across all cost groups, categories, items, specifications and settings.
Once created the template must be Published so its available for use. Choose Actions > Published.
⚠️ Unpublished templates will not appear when creating estimates.
Alternatively, you can create an Estimate Template from scratch in the global Template section.
Navigate to Templates > Estimate Templates to create a new estimate template from scratch.
Click 
to create a new draft, name the template (single-story, double-story) and select or add the Project Type. Click 
to finalize.
⚠️ Note the Template Indicator 
which lets you know you are editing a template and not an active estimate.
Adjust the Settings in Your Estimate Template
When you open an Estimate Template, it defaults to the Costings section. Navigate to each tab to configure your settings.
Details Tab:
Utilize the Description field for notes or communication for yourself or the team. I.e., Standard price for timber frames with gold specifications, adjust the footings allowance.
Markup Management on Allowances
Decide how allowance markups are applied:
Distribute over non-allowance items: The allowance itself won’t show markup on the quote; the markup is spread across other items but included in the total price.
Do not distribute allowance markup: The markup is added directly to the allowance and will display on the quote.
Choose 
when complete.
Costings Tab:
Use this area to build out your Cost Groups, Cost Codes and Items.
ℹ️ To learn how to set up Costings in detail, refer to this article.
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.
Bid Packages:
You can add regularly quoted Bid Packages to your templates as part of your estimating process. For example, structural steel or A/C installation.
⚠️ Only set the Bid Packages in templates that you use repeatedly.
ℹ️ To learn how to set up Bid Packages, refer to this article.
Specifications:
You can use Specifications to choose how each cost item will appear on your proposal. Select Included (Inc), Excluded (Ex), Note, or Allowance, depending on how you want the item displayed. These are options set up from the Costings Tab.
ℹ️ To learn how to set up Specifications in detail, refer to this article.
Once you have completed your first template make sure to publish so its available for future use! Additionally, you can duplicate it to save time on the next one then adjust and rename the copy as needed.
