Why use templates
If you do similar jobs again and again (boiler replacements, bathroom refurbs, a standard service visit), a template means you don't rebuild the line items every time.
Saving
On Step 4 (Review) of the quote wizard, click Save as template in the top action bar. You'll be asked:
- Name — what to call this template (e.g. "Standard bathroom refurb")
- What to include — pick which groups of fields to bundle:
- Line items, sections & markups (default on)
- Job details — title, type, description (default on)
- Customer details (default off — different customer each time)
- Site & access notes (default off — different site each time)
- Follow-up reminder (default on)
The quote date is never saved — recalled templates always pick up today's date.
Recalling
Open Templates in the sidebar. Each template card shows what's included, when you saved it, and how many line items it carries. Tap Use template to start a fresh quote pre-filled with the saved fields. You land on Step 1 of the wizard — fill in the customer and you're 80% of the way to sending.
Editing or deleting
Templates can be deleted from the Templates page (small bin icon on each card). There's no in-place editing yet — to update a template, use it to start a new quote, edit, and save it again under the same name.