Saved Pre-Built Template Overview

Saved pre-built templates help you build estimates faster by giving you a ready-made line item with sections already organized for you. Once a template is added to the estimate, you can review each feature and update the details based on the project's needs.

What You Will See After Adding a Template

​​Once the template is added, the line item opens with multiple features across the top. These features organize the line item details and calculation inputs for that specific template.
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Depending on the template, you may see features such as:

​Main​

The primary details for the line item. In the pavers example, this includes fields such as:

Note: Some fields open additional options depending on the values entered. For example, adding border pavers may reveal extra fields such as border square footage. The template adjusts automatically based on your project setup.

Excavation

Review and update excavation-related details such as access type, excavation depth, and other site conditions. These selections help the template calculate labor, materials, and pricing more accurately.

​Base

Review the foundation details for the project, including the type of base, base depth, tons of base material, bedding layer, sand, and other supporting items. Many of these values are calculated automatically based on the project measurements and selections made in the template.

​Other

Additional items that support the project but don't fall into the main installation steps. In the pavers example, this may include:

This section captures supporting costs that are still part of the estimate.

​Equipment

Review equipment needs for the project, such as:

Profit

Review how the estimate is being priced before sending it to the client. This section may include:

Below the top features, you will see a second row of features connected to the selections made above:
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Materials​

Shows the materials included in the template based on the options selected above. Quantity, unit, and cost are displayed automatically using the values already configured in the system.

​Labor Tasks

Shows the labor steps needed for the project. In the pavers example, this can include tasks such as excavation, base preparation, and paver installation — each with estimated man-hours and total labor hours.

​Subcontractors

Used when part of the work will be handled by an outside contractor. Add subcontracted work here to include it as part of the estimate.

​Equipment

Review additional equipment details connected to this line item.

​Client Description

The customer-facing description built from the template details. This is what explains the scope of work clearly in the proposal.

​Crew Notes
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For internal use only. Add work instructions, internal reminders, or notes meant for the team — not visible to the client.

Once the template is added, review each section, update the values based on the project, and make sure the estimate reflects the client's actual needs.

For step-by-step instructions on each section see the related articles below: