Service templates
If you regularly quote similar scopes (think Bathroom turnkey, Standard living room, Apartment painting), a service template saves you minutes on every new quote. Instead of adding 12 separate services manually, you click once and Bulido loads the whole bundle into a room.
You manage templates from Services & Pricing → Service templates.
Creating a new template
In the Service templates tab, click New template. The form opens with these fields:
- Template name (required). Short and descriptive, e.g. Bathroom turnkey, Standard living room, 2-bedroom paint job.
- Select services. The list of every service in your active catalog. Tick the ones to include in the template.
You can search the list with Search services... and filter by Selected only to quickly see what you've already picked.
Click Save template and the template is ready to use in quotes.
Editing an existing template
From the templates list, open the one you want. The same editor opens with prefilled fields. Change the name, add services, remove the ones you don't need. Save with Save template.
Deleting a template
The Delete action on a template needs confirmation: "Delete template? This action is irreversible." After confirmation the template is gone, but existing quotes that used it keep their items. A template drops services into a quote at the moment you apply it; it doesn't link them permanently.
What to put in a template
Practical approach:
- Full scope of a standard service. E.g. Bathroom turnkey covers: demolition, plumbing, tile, fixtures, paint, cleanup.
- Repeat combos. E.g. Standard room: wall paint + ceiling paint + trim + floor cleaning.
- Budget vs premium variants. Multiple variants for the same room (Bathroom basic vs Bathroom premium).
What's next
Last updated May 6, 2026