We’ve streamlined how scope templates work on the web platform to make your estimating process more predictable and efficient.
✅ What’s New
All users now start in the full-feature scope mode by default—even if they haven’t created a Cost Book.
No more automatic switching between “simple” and “detailed” estimate modes.You can now mix simple and detailed lines in a single template without needing to switch modes.
🔍 What This Means for You
Greater clarity when creating or editing templates.
Consistent behavior across all estimate types.
You can still enter a flat total price if you prefer, but it will now live inside the same flexible framework used for detailed line items.
🛠️ How to Use It
Go to Scope Templates and/or Project Scope Templates under your project or admin dashboard.
Create or edit a template as usual.
Add either:
Simple pricing lines (just one total)
Detailed breakdowns (labor, materials, etc.)
Or a mix of both—all within the same mode.
Save the template for reuse across future jobs.
👷 Why This Matters
Easier for admins to standardize templates for teams.
Flexible enough for contractors to build job-specific templates.
Reduces errors and confusion when toggling between template types.