New Estimate Template

A whole-estimate starter made from reusable Group Templates.

Estimate Templates Group Templates

Template

Name the template and describe when it should be used.

Groups Created

Choose a Group Template, give the resulting estimate Group a name, and set quantity. Quantity 3 creates “Bedroom 1”, “Bedroom 2”, “Bedroom 3”.

Group Name
Group Template
Qty
After a template creates an estimate, the Groups, Scopes, Kits and Materials are normal editable estimate data.