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Estimate templates


A template stores line items, pricing, payment schedule, scope, terms and photos, so a job you quote often (a bathroom refit, a driveway, a roof) starts 90% done. To make one, open any estimate and use "Save as template" in the Manage box.

Template Lines Total when saved Saved
Bathroom refurbishment
8 $8,414.78 November 12, 2026
Delete
Roof replacement, 3-bed rental
7 $11,229.50 November 12, 2026
Delete
Kitchen extension
12 $23,774.67 November 12, 2026
Delete