Bid Templates

BuildWorkPro has two kinds of reusable content for bids: estimate templates that save a whole line-item structure, and saved payment terms and conditions clauses.

Estimate templates

Save the line items and cost items of a bid as a template, then load them into a new bid to skip re-entry.

1. Save a template. On the Estimate tab, open the Templates menu and choose Save as template…. In the Save as Template dialog, enter a Template Name and an optional Description, then click Save Template.

2. Load a template. On a bid’s Estimate tab, open the Templates menu and choose Load template…, then click Add next to the template you want. Its lines, products, and cost items are added to the bid – or tick Replace first to swap out the lines already there.

Tip

Build a template from a typical job – a standard service call or a common system install – so most new bids start 80% complete.

Payment terms and conditions

Reusable payment terms and terms-and-conditions clauses are managed separately.

1. Open the templates settings. Go to Settings -> Templates and open the Bid terms tab.

2. Manage your clauses. Save reusable Payment Terms and Terms & Conditions text.

Apply a saved clause to a bid from the Payment Terms and Terms & Conditions fields on the bid’s Overview tab.