Estimate templates
Never retype a bid you already wrote.
The estimate wizard can start from a saved template, a job preset, or literally any past estimate you've sent. Perfect for shops that quote the same trailer, the same pool of equipment, or the same fleet of vehicles over and over. Pull last year's bid, tweak the price, send.
No credit card required.
Quick answer
Save any estimate as a reusable template or start from a past bid. Pre-fills media, hours, and line items. Never retype a bid you already wrote.
What you get
- Save any estimate as a reusable template
- Search past estimates during the wizard
- Job presets for auto, residential, marine, commercial, industrial
- Pre-fills media, hours, and line items from the source
Frequently asked questions
Can I create templates from scratch?
Yes. Save any estimate as a template, or build one from scratch with pre-set values for media, surface area, and line items.
Can I reuse an estimate from a different customer?
Yes. Search any past estimate and use it as a starting point for a new customer. The new estimate gets the new customer's info with the old estimate's line items.