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Help Center/Services & Pricing
2 min read

Using a template

Once you've created a template (see Service templates), you use it directly while building a quote. The whole set of services lands in the room in one go.

Step by step

  1. Open Quotes → New quote (or edit an existing one).
  2. In the Rooms section, add a room and name it (e.g. Bathroom).
  3. On the room card, click Add services. The room services panel opens.
  4. Switch to the Service templates tab inside the panel.
  5. Pick a template from the list. Bulido shows the name and the number of services in the bundle. Click to apply.

Every service from the template appears in the room with current prices and units from your catalogue. Bulido confirms with a short toast that names the template and counts the services added.

If every service in the template is already in the room, Bulido shows a notice that nothing new was added.

What happens with prices and quantities

  • Prices are pulled from your current catalogue at the moment you apply the template. If you change the catalogue later, prices in existing quotes don't change. The template locks in prices at the moment you apply it.
  • Quantities: services with auto-quantity (e.g. Wall area) calculate the quantity from the room's dimensions, if you've entered them. The rest land with a default quantity for you to fill in by hand.

Modifying after applying

Once the template loads, the items become regular services in the room. You can:

  • Edit: change the price, quantity, or name for this specific quote.
  • Remove: if a particular item doesn't fit this quote.
  • Add more: through Add services (from the catalogue) or Add service outside catalogue.

Modifications don't affect the template itself or the catalogue.

A practical sequence

Fastest way to build a quote with templates:

  1. Add a room with a name.
  2. Enter dimensions (width, length, height) so auto-quantity works.
  3. Apply the template.
  4. Check that the quantities are right; tweak whatever doesn't fit.
  5. Repeat for additional rooms.

In practice, a four-room quote with templates takes 5–10 minutes instead of 30+.

What's next

  • Service templates
  • Create an estimate and send a quote

Last updated May 22, 2026

PreviousService templatesNext Importing and exporting your price list

On this page

  • Step by step
  • What happens with prices and quantities
  • Modifying after applying
  • A practical sequence
  • What's next
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