Templates

Templates let you save and reuse common estimate structures. Instead of rebuilding the same rows and columns for every new estimate, you can create a template once and use it as a starting point.

How Templates Work

A template saves the row and column structure of an estimate — not the cell data. When you create a new estimate from a template, the rows and columns are copied over, giving you a ready-made structure to fill in.

Creating a Template

To create a template:

1. Create an estimate with the rows and columns you want to reuse
2. Save the estimate as a template

Your template will appear on the Templates page with details about its rows and columns.

Using a Template

When creating a new estimate:

1. Click Create estimate and choose Manual input
2. Select a template from the template dropdown
3. Choose which rows and columns to include — you can select all or just a subset
4. Click Save to create the estimate with the template's structure

The new estimate will have all the selected rows and columns ready for you to start entering data.

Viewing Templates

Go to the Templates page to see all your saved templates. The list shows each template's name, row and column counts, and when it was created and last updated.