Estimate templates — a manual estimate without AI

Step by step

1. Sales → Estimates → + New estimate, and under Start from pick a template — search by job (“RTU”, “restroom”, “walk-in”) or tap a trade. Yours come first, then the MEPSub library. Or open Templates on the Estimates page and press Use.
2. A template from the MEPSub library comes in priced from your MEPSub Price Book — your price tier, location and crew rates, as of today — wherever the book has the item. Equipment is left for your vendor’s quote, and permits and services for you to price.
3. The estimate opens with the template’s sections in order, each with its phase, and its lines. Lines with no quantity are marked TO FILL: they count $0 and stay off the proposal, the portal and invoices.
4. Type the quantities straight in the Qty column — Enter moves down to the next line. Add what is missing with the quick-add row at the bottom of each section.
5. When the estimate is done, press Remove unused on the grey banner to clear the lines nobody used.
6. Priced a job you will quote again? Templates ▾ → Save as template. By default the prices go with it and every line comes back TO FILL; tick Keep the quantities for jobs that are always the same.
7. On an estimate you already started, Templates ▾ → Add sections from a template puts a template’s sections after yours. Scope, inclusions, exclusions and terms fill in only where the estimate has none.
8. Templates (Sales → Estimates → Templates, or Setup → Estimate templates) lists your templates, then the MEPSub library by trade (HVAC, Plumbing, Controls / BMS, Sheet metal, Refrigeration, Electrical, Service / PM). Open one to see each line’s price; Add to my templates makes it yours with those prices: rename sections, set phases, type your prices, add or remove lines, then Save template.

Tips

• In a library template, lines marked PRICE BOOK are priced from your Price Book; NOT IN YOUR BOOK means your Price Book tier does not have that item — price it yourself, or a fuller tier may have it.
• Library prices are worked out each time you open or use the template, so they follow the Price Book. A copy you added to your templates keeps the prices it had that day — your own template is where your numbers live.
• A line with no labor rate in a template takes your company rate when it is used, and one with no markup takes the estimate’s — change your rates once and every template follows.
• Phases only go on the estimate when they are set up in Settings → Cost / phase codes.
• The MEPSub library is free on every plan. The Free plan keeps 3 templates of your own; the library never counts.

Open it in MEPSub

Sign-in required. What you see depends on your role and plan.

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