Templates

If you price the same kind of line or the same trade breakdown across multiple jobs, Templates is where you keep it once and reuse it, instead of rebuilding it from scratch in every new tender.

Opening it

A Templates button on the ledger panel's header opens the drawer. It shows your company's shared library — folders and priced lines that live outside any single project, available to everyone on your team.

Using it

Drag a folder or a line straight out of the Templates drawer into a tender's ledger, and it drops in as a new row (or a new subtree, if you dragged a folder), carrying whatever tool and rate it had in the library. It's a copy: editing the row afterwards in that tender doesn't change the template, and updating the template later doesn't reach back into tenders you've already dragged it into.

Templates are worth being clear about what they're not: dragging one in doesn't apply a rate to an existing row, and it isn't a rate book you look prices up in — it copies priced rows into the ledger as new rows, same as if you'd typed them in yourself. Think of it as a shortcut for structure and pricing you'd otherwise redo by hand.

Related: Ledger.