Using Quote Templates

Templates let you create quotes in seconds by pre-filling line items for common services.

What Are Templates?

A template is a saved set of line items that you use frequently. Instead of adding items one by one, select a template and all the items are added instantly.

Example templates:

• "Standard Lawn Mow" - Mowing, edging, blowing
• "Pool Service Visit" - Chemical test, clean, balance
• "Garden Maintenance" - Weeding, pruning, mulching

Creating a Template

From Scratch

1. Go to Settings → Templates
2. Click + New Template
3. Enter a template name
4. Add line items (same as creating a quote)
5. Click Save Template

From an Existing Quote

1. Open a quote you want to save as a template
2. Click More → Save as Template
3. Enter a template name
4. Click Save

Best Practice

Create templates from quotes you've already sent - they're refined from real use.

Using a Template

When creating a new quote:

1. Click + New Quote
2. Select the client
3. Click Use Template
4. Select the template to apply
5. All line items are added to the quote

Modifying After Applying

Template items aren't locked - you can:

• Edit descriptions or prices
• Remove items you don't need
• Add additional items
• Change quantities

Managing Templates

Editing Templates

1. Go to Settings → Templates
2. Find the template
3. Click Edit
4. Make changes
5. Click Save

Note

Editing a template doesn't affect quotes already created from it.

Deleting Templates

1. Go to Settings → Templates
2. Find the template
3. Click Delete
4. Confirm deletion

Organising Templates

Use clear, consistent naming:

• ✅ "Lawn - Standard Mow"
• ✅ "Lawn - Large Property"
• ✅ "Pool - Weekly Service"
• ❌ "Template 1"
• ❌ "New quote thing"

Template Tips

1. Start simple - Create templates for your 3-5 most common jobs first
2. Include variations - Have templates for different property sizes
3. Review regularly - Update pricing when your rates change
4. Keep descriptions - Include what's involved so clients understand the value

Multiple Templates on One Quote

You can apply multiple templates to a single quote:

1. Apply the first template
2. Click Use Template again
3. Select another template
4. New items are added to existing items

This is useful for combination jobs (e.g., "Lawn Mow" + "Garden Tidy").

Next Steps

• Sending Quotes to Clients
• Creating Quotes