Overview
Templates are a time-saving way to generate Proposals and Projects for common services. Instead of manually copying a Proposal and reassigning it to a new customer, using a Template is faster and reduces errors.
- Proposal Templates are ideal for businesses that frequently use the same services and parts in their proposals.
- Project Templates are designed for project-based businesses, helping streamline multi-day jobs with defined steps (e.g., demolition, installation, clean-up).
Settings and Navigation
- Go to Control Panel > Parts/Add-Ons
- Select "Templates" (top-right corner)
Note: You will need the correct permissions to create or edit Templates. If restrictions apply, consult your Owner or Brand Administrator.
Proposal Templates
Proposal Templates are a time-saving way to generate proposals for frequently used services and parts. Instead of copying and reassigning a Proposal manually, using a Template ensures consistency and reduces errors.
Proposal Templates are best for:
- Businesses that frequently use the same services and parts in proposals
- Organizations with standardized offerings across multiple locations
Creating a Proposal Template
- Go to Control Panel > Parts/Add-Ons and click Templates in the top right corner.
- Click Add. Then select “Proposal” as the template type. Add a Name and Description.
- Select the Service that will be used in this template. Select the Quantity for the service line.
- If you will use the same Customer Notes or the same Ad Hoc Form every time, configure those here as well.
- Start adding Parts (e.g., materials, services, labor)
- Adjust additional fields:
- Quantity – Default quantity of the part
- Internal – Hide part from customer view
- Zero Price – Show if the part has a $0 price
- Option - group line items into option groups
- Click Save
Note: Items will appear in the exact order they are added. If order matters, enter them sequentially.
Using a Proposal Template
When creating a Proposal:
- Select the Option dropdown to view and apply an active template
- The template will auto-fill with predefined parts
- You can remove unnecessary items by clicking “X”
Editing Proposal Templates
- Users can edit individual proposals created from a template just like a proposal that has been created from scratch. View the proposal and click Edit at the top of the proposals details page.
- Proposal Templates can be updated at any time (if permissions allow) in Control Panel > Parts/Add-Ons > Templates.
Project Templates
Project Templates are designed for project-based businesses, helping streamline multi-day jobs with defined work steps (e.g., demolition, installation, clean-up). These templates help organize work across multiple appointments.
Project Templates are best for:
- Multi-day installations where each day has different tasks
- Businesses that need to predefine work steps for project scheduling
Creating a Project Template
You'll use the same process to create both Proposal and Project Templates, with two differences (highlighted in blue).
- Go to Control Panel > Parts/Templates > Add
- Select “Project” as the template type
- Add a Title and Description
- List out work steps (e.g., Demo, Paint, Install, Clean-up)
You may need to create new "Parts" that represent each step in the process for this project. If so, consider creating a new Part Category (e.g., "Work Steps") or use an existing category like "Labor/Service."
Using a Project Template
When scheduling a project with multiple appointments, the Project Templates will appear below Proposal Templates in the dropdown.
- The installer will see assigned work steps on their mobile app
- Each step aligns with a scheduled appointment in the project workflow
