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How to Set Up Templates and Production Rates
How to Set Up Templates and Production Rates

How to set up and use production rates in templates to speed up your estimating workflow

Weston Zimmerman avatar
Written by Weston Zimmerman
Updated over a week ago

Here is a quick tutorial showing how to set up production rates inside of templates, to speed up your estimating workflow

We strongly encourage diving in and using templates and productions rates, they are super helpful in saving time and increasing estimating accuracy.

This article assumes:

This article assumes you already understand the concept of production rates. Click on the link below to learn more if you need to brush up on what production rates are.

Below is a video showing how they work:


Step by Step

Step 1:

Navigate to Templates under System Setup

Step 2:

Here you can either click to create a new template, or select an existing template to edit it.

Step 3:

Assuming you are creating a new template, name it, and then you can open the catalog browser to begin adding items

Step 4:

In the Item Catalog browser, search for an item you want to add to the template, and double click, or click on the plus icon, on the item to add it.

Step 5:

Once you've added an item, you can either enter a default quantity for this item, or, enter a production rate.
To enter a default quantity, just enter it in this field:

Or to enter a production rate, click on this little calculator:

Step 6:

Enter the quantity of units, and the unit itself. (ie sq ft)

Step 7:

You can repeat steps 4-6 as many times as you'd like for additional items you'd like to add to this template.

For example, in a template to build a patio, add in items to the template for your labor, aggregate, pavers, joint sand, edge restraint, etc, and enter a production rate for each item.

Step 8:

Once you've finished adding all your items and production rates to your template, you can categorize this template with these toggles:

Step 9:

Then you can opt to enter a default customer line item description for this template, and this text will automatically be added to the Customer Proposal & Invoice description field when you add this template to a workarea.

Step 10:

And you can also enter your default Workarea Internal Notes text, which is used for your crews' instructions and notes while out in the field doing the work.

Step 11:

Make sure you SAVE!

Now, you have successfully created a template, with production rates! πŸ™Œ

If you need a hand in figuring out how to add this new template to a job now, check out this article.

As always, let us know if you have any questions in the blue chat box in the lower right corner!

Cheers! πŸ₯‚


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