Quoting with job templates
Walk through how Estimating Intelligence uses job templates so your team can quote common work faster — without reinventing pricing every time.
Start from a template, not a blank quote
When estimators build every quote from scratch, pricing drifts and turnaround slows. Job templates in Estimating Intelligence give your shop a shared starting point for the work you sell most often — signs, prints, apparel runs, and custom fabrication.
Templates carry the structure you already trust: materials, labor steps, vendor line items, and markup rules. Your team still adjusts for the job in front of them; they just stop rebuilding the bones of the estimate each time.
What to watch for in the video
- Pick the right template for the job type so the quote opens with the right cost categories already in place.
- Adjust quantities and options without breaking your pricing standards — templates keep the logic, you tune the specifics.
- Generate a branded estimate your customer can understand, then send it without jumping into a separate design tool.
Why this matters on the shop floor
Consistent templates mean new estimators ramp faster, veteran estimators spend less time on repetitive setup, and owners get quotes that actually match how the shop prices work. Pair this walkthrough with your Estimating Intelligence feature page if you want the broader product picture — or jump into CoreBridge and try a template on a real job.