Section Templates for Repeating Quote Blocks
Save the sections you use on every job — a metre of fence, a gate hang, a downlight rough-in — and drop them into new quotes in one tap.
Or try it on the web →Most trade jobs aren't unique. A fencer quotes 'a metre of colorbond fence' a hundred times a year. An electrician quotes a downlight rough-in five times a week. A plumber quotes a hot water swap twice a month. Section templates let you save those repeating chunks once, with the materials, labour hours, and markup baked in, then drop the whole block into any future quote in one tap.
Section template vs job template
A job template is a whole quote — every section, every line item, every labour figure — saved together. A section template is one block of a quote. Job templates are right when you do the same kind of job over and over (a single-bathroom reno, a colorbond pool fence). Section templates are right when you build different kinds of jobs out of the same recurring chunks. Most tradies use both: job templates for the common 80% jobs, section templates for the chunks that show up across many different job types.
What a good section template looks like
The best section templates are normalised to a single unit — one metre of fence, one gate, one downlight, one square metre of waterproofing. That way you can drop the section in, change the quantity to match the actual job, and the materials and labour scale together. A fencer's library might be: '1 m colorbond fence (no posts)', '1 m colorbond fence (with post)', '1 × standard gate hang 900 mm', '1 × double gate hang 1800 mm'. From those four sections, you can quote 95% of fence jobs.
How to build a library
Open Settings → Section Templates and tap 'Add Template'. Name it (be specific — '1 m colorbond fence with post' is better than 'fence'), add materials at your trade rates, set labour hours per unit, set markup if you want a different margin to your default, and save. New quotes show your library on the 'Add Section' menu — tap to drop the section in, adjust the quantity to match the job, done. After about 20 templates most tradies have everything they need for the common jobs; after 50 it covers nearly every scope they'd ever quote.
Where section management lives
Section templates are managed in Settings, but using them happens in the materials list of a quote — that's where you'd naturally reach for a section. They are deliberately not buried in the labour and markup screen, because a section is a chunk of work, not a margin setting. The workflow stays in the place you're already in.
Frequently Asked Questions
A job template is a whole quote. A section template is one block (a metre of fence, a gate, a downlight) that can be dropped into many different quotes. Most tradies use both.
Yes. Each template has materials and labour hours per unit, plus optional per-section markup. Drop the section in, change quantity, the labour scales with it.
Settings → Section Templates. You can also save a section from an existing quote into the library straight from the actions menu inside the quote.
Yes. Materials inside a section template re-price against live supplier pricing every time the section is dropped into a new quote, so prices don't go stale in your library.
Section templates live on the business account, so any team member signed into the same account uses the same library. Updates to a template propagate to everyone the next time they open a quote.