Templates and presets
Templates and presets reduce repeated setup while keeping each job editable.
Use them for repeatable patterns, not as permanent rules that must fit every RFQ.
Choose the right reusable item
Project structure templates
Use these when similar jobs share the same internal organisation.
After applying a template, remove irrelevant nodes and add job-specific sections. A template should make the current structure clearer, not force unnecessary sections into the estimate.
Estimate templates
Use an estimate template when a familiar job usually starts with the same broader estimating structure.
Examples:
- fabricated platform;
- structural frame package;
- machine rebuild;
- recurring maintenance scope.
Review every inherited item before relying on it. A template cannot know which scope has changed in the current RFQ.
Cost presets
Use a cost preset for a smaller group of costs that appears inside many estimates.
Examples:
- mobilisation and demobilisation;
- workshop setup;
- coating preparation;
- standard installation crew;
- testing and documentation.
Keep job-specific quantities and rates editable after adding the preset.
Quote presets
Use a quote preset when option structure or commercial presentation repeats across customers or jobs.
Always check customer details, totals, lead time, inclusions, exclusions, and terms before export.
Names, codes, aliases, and notes
Use:
- a clear name for people browsing the list;
- an optional code when your business already uses one;
- aliases for common alternative names that improve search;
- notes for concise internal guidance.
Do not put job-specific customer information in a workspace-wide template unless it is intentionally reusable.
When to update a template
Update a reusable item when the business has learned a repeatable improvement, such as a missing standard cost or a clearer project breakdown.
Do not change a template merely to fix one unusual job. Adjust that job directly unless the change should apply to future work.