Skip to main content

Building and Reusing Scope Templates

J
Written by Joseph Kibe

If you do the same kinds of jobs over and over, you’ve probably noticed how much of each estimate looks like the last one. A bathroom remodel has a familiar bones to it; so does a deck, a kitchen, an ADU. A scope template lets you capture that shape once and reuse it — so the next time a similar job comes in, you start from a head start instead of a blank page.

Think of a template as a master recipe. You build the scope the way you like it, save it, and pull it into future projects whenever it fits — then adjust the quantities and prices for the job in front of you.

This article covers what scope templates are, how the pricing works inside one, and how to create, save, and reuse them.

The Idea in a Nutshell

A scope template is a saved scope you can drop into a new project. Instead of rebuilding the same line items every time, you build them once, save the result, and reuse it. You can lean on Eano’s built-in templates for common project types, or save your own from any estimate you’ve put together.

One Template, Both Pricing Styles

The most useful thing to know about templates is that they don’t lock you into a single way of pricing. Within one template you can freely mix:

  • Simple lines — a single total price for the line, when that’s all you need.

  • Detailed lines — a breakdown into labor, materials, and the like, when you want the full picture.

You don’t have to pick one style for the whole template or flip a switch to move between them. A template can hold a flat-priced “Demolition” line right next to a fully broken-out “Cabinetry” line, and everything lives in the same flexible framework. You also don’t need to have a Cost Book set up to use the full set of scope tools — the complete builder is there from the start.

This means a template you build today stays useful as your estimating gets more detailed. Start simple, and layer in breakdowns on the lines that warrant them whenever you’re ready.

Where Templates Live

You’ll find your saved templates in your Resources area, under Scope Templates and Project Scope Templates. Eano also ships a set of default templates for common project types — kitchens, bathrooms, flooring, painting, ADUs, and more — so you’ve got solid starting points even before you’ve built any of your own.

The other way to create one is straight from an estimate you’re already working on. Once a project’s scope looks the way you want it, save it as a reusable template (look for the Project Template option and Save as Project Scope Template). It’ll show up alongside the defaults the next time you start a job.

Creating or Editing a Template

Working on a template feels just like building a scope on a project:

  1. Open Scope Templates (or Project Scope Templates) and create a new template, or open an existing one to edit it.

  2. Add your line items — simple, detailed, or a mix of both.

  3. Group and organize them the way you’d want them to appear on a real estimate.

  4. Save. The template is now ready to reuse on any future job.

Because templates and project scopes share the same builder, anything you know how to do on a live estimate works the same way here.

A Few Things Worth Knowing

  • Templates are starting points, not locked-in pricing. When you pull a template into a project, you can change anything — quantities, costs, which lines you keep. The template gives you the structure; the specific job sets the numbers.

  • Mixing pricing styles is fully supported. Simple and detailed lines coexist in one template. There’s no separate “simple template” versus “detailed template” to choose between.

  • Defaults and your own templates sit side by side. Eano’s built-in templates and the ones you save show up together, so you can start from whichever is closest to the job at hand.

Frequently Asked Questions

What’s the difference between a simple line and a detailed line? A simple line carries a single total price. A detailed line breaks that price into its parts — labor, materials, and so on. You can use either, or both, within the same template.

Do I need a Cost Book to build templates? No. The full scope builder is available whether or not you’ve set up a Cost Book, so you get all the template tools either way.

Can I save an estimate I’ve already built as a template? Yes. Once a project’s scope looks right, save it as a Project Scope Template and it becomes reusable on future jobs, right alongside Eano’s defaults.

Will using a template lock in its prices? No. A template is just a starting point. Once it’s in your project you can adjust quantities, costs, and line items freely for that specific job.

Where do I find my templates? In your Resources area, under Scope Templates and Project Scope Templates — along with Eano’s built-in defaults for common project types.

Did this answer your question?