Start an estimate from a template
A blank estimate is the slowest way to start. Groundflag has starter lines for the jobs most shops bid, and you can save your own.
Open a new estimate on a job.
Sales, Estimates, then the plus button. Pick the job.
Tap the Start from button.
If the job's type has a starter template (kitchen, bathroom, deck, roof, interior paint, panel upgrade, water heater, HVAC, flooring, siding or basement finish), a button with its name shows under the job while the estimate is empty.
Fill in quantities and prices.
The lines arrive with the type and unit set, such as demolition, cabinets, counters, rough plumbing. Set the quantity and price for this job, delete what you do not need, add what is missing.
Save it or send it.
Same as any estimate. Nothing goes to the client until you send it.
Another type of job, or your own lines
Tap Use Template to pick any starter template, or one of yours. Once an estimate looks the way you like it, save its lines as your own template and reuse it on the next job.
If your price book has the item, add it from the catalog and your price is used.
When there is no button
The button shows only on a new estimate with no lines yet, on a job whose type has a starter template. A job with no type, or a type without a template, opens blank: use Use Template or Draft with AI.
Questions
Do templates cost extra?
No. They are in every plan.
Do templates have prices?
They are a list of lines to price, not a price list. The numbers come from you, your catalog or an AI draft you review.
Keep reading
Questions? Write to hello@groundflag.com