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Free estimate template for teams

[Music] hi I'm Jake with the team here at prel in this video I'll show how pel's estimate templating features can streamline your estimating process by using pel's templates you can significantly cut down on time and reduce costs as there's no need to build estimates from the ground up for each project this means you can allocate more time to essential tasks and worry less about the nitty-gritty of estimates to start let's look at an example of building out an estimate using multiple different types of estimate templates first we can head over to the lead pipeline page and find a Project Lead that's ready to have an estimate written I'll go ahead and create an estimate for that project in this case we have a bathroom remodel project so I can go to the top right and apply a bathroom remodel template to this estimate now from here I can make any project specific adjustments that I need now scrolling down a little further I can see all the different sections that were brought in using this template in this example my customer wanted to do an add-on in addition to what's already been brought in so I can apply a section template in this case we can add some Cabinetry and storage options and now if I wanted to add in just one more piece to this estimate I can apply an individual line item template and in this case we can do some under cabinet lights and once I'm satisfied with my estimate I can scroll down to the bottom preview this as a client and give it a once over before sending this off to them and now we'll look at how to create apply and manage these different estimate templates to learn about the basics of estimating within proel go ahead and check out our estimate overview video which will pop up on the screen now first as an overview to estimate templates there are three main categories of estimate templating within prel the first is I can create a template for the entire estimate this will include the introduction all of my description and pricing my contract details as well as any photos or files that I would have attached to this estimate and next I can create a template for an individual section within my estimate for example I could create a template for this Demolition and preparation section with all my line items and any subsections that would be within that and lastly I can create a template for an individual line item within my estimate whether that's a labor item a material item or another cost I can save the name the description and any of the settings within that item such as TX settings markup category anything like that now starting at the smallest level of estimate templating the individual line item level to create a tempate template for a single line item I'll create that line item within my estimate I can now expand that item by clicking the drop down arrow on the left side scroll down to the bottom and on the far bottom right corner I'll see a save item as template button by clicking on this it will pop up with a verification of the settings that I want to save I'll make sure that these are all correct and I don't want to make any edits and once that's done I can press save and close this will now be available for future use so if I wanted to add this in I'll press whatever type of item it is in this case it's a labor item search for that item name and select that from my drop- down list now I can see all my settings the pricing any information I included in that line item will now be brought into this estimate and now moving to the next level up I can group multiple line items or subsections together in into one estimate section template to do this first I'll just build out my section how I would like in this case I have an interior painting section and once I'm ready to save this for future use I can navigate to the top right of this section select the three dot menu and then press save as estimate section template on the bottom here I can verify the information I'd like to be saved within this template make any changes as necessary and then I can go to the bottom and press save template now this section is saved for future use so if I wanted to add this to another estimate in the future all I have to do is scroll down to the description and pricing section where I would normally select a labor material or other cost item I'll click section template search for the name of the template I would like to bring in select it and then press okay and now the section with all of its line items is now brought in another nice feature about section templates is they can be applied to another section as a subsection for example if I wanted to include this interior painting section into this Cabinetry en countertop section I'll expand this and select the drop- down arrow on the bottom of this section from here I'll select insert estimate section template as subsection then again just search for the name select it and press okay and now that interior painting has been added as a subsection to this Cabinetry and countertop section and now lastly to create a template for my entire estimate I'll first build out the estimate how I would like it including my introduction my description and pricing my contract details and any photos and files I'd like to add and then scrolling to the very top of the estimate I'll select the three dot menu on the top right and press make template from this estimate I'll give the template a name in this case this is a kitchen remodel template press okay and now I can apply this to Future estimates by simply clicking the three dot menu on the top right pressing apply template to this estimate searching for the template and pressing okay one thing to keep in mind when applying an estimate template is that applying an estimate template will overwrite any existing data that was already in your estimate so make sure that you apply your estimate template at the very beginning not at the end of writing an estimate overwriting all the data you've put in this is a common mistake when people will create an estimate template that only includes an introduction and contract details if you build out your whole estimate and then apply that at the very end your description and pricing section will be overwritten with nothing leaving you with just an introduction contract details so if that's how you'd like to estimate go ahead and apply that introduction and contract details template first and then after that you can create your description and pricing section and make edits to your estimate to ensure you're not losing any data and now once we have our templates created we'll look at the best places to manage those templates to access these Pages first start by clicking your initials on the bottom left and then selecting templates from here on on the right sidebar I'll see a list of all the different types of templates I can create estimates estimate sections cost templates and project templates the estimate template section I can open by clicking the blue down arrow I can see a list of my templates I can click into any of these to edit them or I can select the three dot menu on the right side to either edit those or delete estimate section templates behave very similarly I can click into these to edit or delete and next to manage my individual line item templates I'll select the manage cost templates button this will open a page that's laid out in spreadsheet format showing all my line items and different settings that can be adjusted on this page I can easily adjust any of the values for my saved costs on the top left I can change between viewing all my line items or just my material labor or other cost templates I can change the sort order of all of these columns by selecting the sort arrows to the right of each of the column titles on the top right I can change some of the column visibility settings to trim down what's shown on this page if I want to search for a specific line item I can select the filter button on the top right and search for any items I want to see moving to the right I can add a new cost if I want to create create a new template from this page instead of doing it from my actual estimate and lastly if I've made any updates to these line items and I want to adjust those in any templates that these line items have been embedded in I can press the update cost in templates button so now I don't have to go through all my section templates and all my big estimate templates to manage all of these costs I can do it on this one page and send those updates to any templates that these are stored Within this button won't update any costs and estimates that have been created in the past it will only update your templates for future use if you have any questions about estimating within pril please contact our success team at 844 3948 541 or you can email us at support pr.com thank you [Music]