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Adding and Creating Templates

Build a detailed estimate in a matter of minutes with templates from the 1build Library or past projects.

Overview:

Templates enable you to build an estimate with the click of a button. Previous projects or templates from the 1build Library can easily be imported after creating a new project to populate a detailed estimate in a fraction of the time or can be used to quickly create a conceptual budget needing to get out to a client fast.

Screen Shot 2022-09-29 at 4.35.16 PM

How to Use

  1. Create new project from the 1build Dashboard.
  2. Open Estimate
  3. Click “Browse Template Library”
  4. Select and preview a template from the library by clicking “View Details”.
  5. Click “Use Template”
  6. Review the template that was added to the estimate and make adjustments or continue to export.


💡 Pro Tip: Save a project as a template so you can re-use on the next estimate. 

Screen Shot 2022-09-29 at 4.35.16 PM