If you do a lot of the same kind of work — kitchens, bathrooms, ADUs — you’ve probably already built a project template for it. That template saves you the setup every time a new job comes in: the scope, the task list, the payment schedule, all ready to drop onto a fresh project.

But a template can do more than save you time on the back end. It can help you sell the job in the first place. You can dress it up with photos, build it from one of Eano’s ready-made material packages, and — if publishing is turned on for your account — put it on a public web page that prospects can look at and fill out a form on. When they do, a new opportunity lands in your pipeline already loaded with that template.

This article covers all three pieces. Everything here lives on the web app, under Resources → Project Templates.

Open any project template and the first thing you’ll see is Featured Images, with a counter showing how many you’ve added out of ten.

Clients have a hard time picturing a finished kitchen from a line-item list. This is where you fix that: drop in photos from past jobs, a designer’s render, anything that shows what the work actually looks like when it’s done.

To add them, drag files onto the Drop an image here or browse files box, or click it and pick from your computer. You can select several at once. They upload right away and appear as thumbnails.

A few practical notes:

Featured images are yours to maintain whether or not you ever publish the template. They’re also what fills the top of a published package page, so it’s worth getting them right before you share a link.

Eano maintains a set of material packages — curated, fully specified sets of materials for common jobs. Rather than sourcing and pricing every cabinet, tile, and fixture yourself, you can pull one in as a project template and work from there.

On the Project Templates page you’ll see two options at the top: Create a blank template and Create from a Material Package. Pick the second one and a picker opens.

The picker is organized by category — All Materials, Bathroom, Kitchen, ADUs, Prefab ADUs, and Flooring. Each card shows a photo, the category, the package name, and a starting price. Hover over one and it offers Select this material.

Clicking it imports immediately — there’s no confirmation screen — and drops you straight into the new template.

Here’s what you get:

What you don’t get is tasks or a payment schedule. A material package is materials; the labor and the sequencing are yours to add. You can attach a scope template for labor, a task template, and a milestone template to the same project template using the + Add tiles further down the page.

Two things worth knowing before you use one on a real job:

Everything imports at zero markup. The prices that come in are material costs, not what you’d charge. Set your markup on the scope template before you put it in front of anyone.

It’s a copy, not a subscription. Once imported, the template is yours to edit however you want, and nothing you change flows back to Eano’s version. You can import the same package as many times as you like — one per variation you want to offer, say.

You may also notice the price on the picker card doesn’t match the total on the imported template. The card shows the package’s starting price; the template total is the sum of its actual line items at the quantities that came across.

This is the part that turns a template into a sales tool. Flip Publish as package on and Eano hosts a public page for that template — no login required — that you can send to anyone.

Publishing is enabled account by account. If you don’t see a Publish as package switch at the top of your project templates, it hasn’t been turned on for your team yet. Email [email protected] and we’ll talk through whether it’s a fit.

Once it’s on, open a template and turn the switch on. A card appears underneath with two things in it:

Link. This is the public address for the package, with a Copy Link button next to it. It’s built from the same custom address as your branded client login page — something like clients.eano.com/yourcompany/packages/traditional-kitchen. A green This package is published banner also pins to the top of the template, with Visit Site and Copy Link buttons so you can grab the link from anywhere on the page.

Description (Optional). A plain-text box for your pitch — what’s in the package, why it’s a good deal, what makes your version of this job different. Line breaks are kept; there’s no bold, italics, or bullets. It saves when you click away from the box.

Two details about the link itself:

The page is branded as yours — your logo, your company name, your brand colors, pulled from the same settings as your client login page. There’s no sign-in, no account, nothing to create.

Down the page they get:

That last section is worth pausing on for two reasons.

Only scope items that carry product details show up. An item needs a brand, a description, or a photo attached to make the page; plain line items are invisible. If you imported a material package, its items all qualify automatically. If you’re publishing a template you built yourself, fill in the product details on the lines you want featured — our article on Options and Finishes walks through exactly where those fields live.

Everything that qualifies is shown, in the order it sits in your scope. This isn’t a curated highlight reel — if your template includes grout and a gallon of primer alongside the cabinets, the grout and the primer get cards too, and whatever happens to be first in the scope leads the section. Before you share a link, read the page as a prospect would and move the things you actually want to sell on toward the top of the scope, or strip the product details off the commodity lines so they drop out.

Note that unit prices and quantities are visible on this page. It’s a public page, so treat those numbers as public. If there’s material pricing you’d rather not advertise, either leave the product details off those lines so they don’t render, or build a separate template for the version you publish.

Alongside the package sits a short form headed Interested? Get in touch for an estimate:

They need to give you at least an email or a phone number; either one on its own is enough. The button reads Get an Estimate.

When they submit it:

No client login is created and they aren’t sent to the client portal. They filled out a form on a web page; as far as they’re concerned, that’s the whole interaction until you reach out.

One thing to be aware of: package leads notify every admin on all three channels regardless of your notification settings. A new lead is treated as too important to miss, so it ignores the usual per-person notification switches. Do Not Disturb hours are still respected.

Turn Publish as package off and the page stops serving. Anyone hitting the old link gets a short “This package is no longer available or the link may be incorrect” message — still on your branding, so it doesn’t look broken or generic.

Publishing templates one at a time is fine when you have one. Once you have three or four, you probably don’t want to send a prospect four separate links and let them work out which one they want. You can send them a single page that shows everything you offer instead.

Every published package is automatically listed on one page, at your company’s own web address — the same one your branded client login uses, with /packages on the end. You don’t build it or maintain it. Publish a template and it appears; unpublish it and it drops off.

In the left-hand navigation, open Marketing → Packages. This is the control room for everything you’ve published.

At the top sits Share Your Packages, holding the web address of your packages page with a Copy button beside it and a View button that opens the page in a new tab so you can see exactly what a prospect sees. That link is the one thing to save somewhere handy — your email signature, your proposals, your Instagram bio.

If you haven’t set up a custom web address yet, you’ll see a note asking you to set up your client portal link first. That’s a one-time setup under Settings → Client Portal, and it’s the same address your branded client sign-in page uses.

Underneath, Live Packages shows a tile for every template you’ve published. Each tile is the marketing view rather than the construction view: the first featured image, the package name, and the sales description you wrote when you published it.

This is the fastest way to catch the things that look wrong from the outside — a package with no photo, or one where you never got round to writing a description and the tile reads “No description yet.” Long descriptions are trimmed to two lines with a Show more link.

Each tile gives you two ways out. Click the tile itself, or the Edit link on it, to open that template and fix whatever needs fixing — you’ll come back to Packages when you’re done, not to the full template list. The small arrow icon in the corner opens that package’s own public page in a new tab.

To add something to the list, or take something off it, you go back to the template itself: Configure your packages » in the corner takes you to Resources → Project Templates, where the Publish as package switch lives. Nothing on the Packages page publishes or unpublishes anything on its own.

If you haven’t published anything yet the page says so, with a Go to Project Templates button to get you started.

One thing you can’t do here is choose the running order. The tiles arrange themselves, on this page and on the client-facing one, and there’s no way to pin a particular package to the front. If that matters to you, tell us.

The public page is branded as yours, the same as the individual package pages: your logo and company name across the top, your brand colors, no Eano sign-in and nothing to create an account for.

Above the packages there’s room for a short paragraph about your business. That copy isn’t written here — it’s the Tell Us About Yourself box under Settings → Business Profile. If you’ve left that blank, the page simply starts with the packages. It’s worth filling in; it’s the only place on this page you get to talk about yourself rather than the work.

Then the packages themselves, as a grid of cards — photo, name, a two-line snippet of the description, and a View details link that opens the full package page you already know: the hero images, the description, the “Features including” cards, and its own estimate form. From there an All Packages link at the top takes them back to the list, so someone can browse two or three of your packages in one sitting rather than dead-ending on the first one.

Below the grid the page asks Don’t see something you like? Get in touch and we’re happy to discuss your project, followed by a short form — Name (required), Email, Phone Number, and Additional Notes, with a Get an Estimate button. As with the package forms, they need to give you at least an email or a phone number.

This is the person who liked your work but wants something you haven’t packaged up. Rather than lose them, you catch them.

The one difference worth knowing: a lead from this form arrives as an empty opportunity. You get their name, their contact details, and their notes in the Job Inquiry field, and that’s it — no scope, no tasks, no payment schedule, because they never picked a package for Eano to load. That’s the point of the form, but it does mean an opportunity from here looks different from one that came off a package page, which arrives pre-loaded. If a new opportunity looks empty, that’s where it came from.

Everything else behaves the same way: your admins are notified by email, text, and push, the prospect gets a short confirmation, and no client login is created.

I don’t see a “Publish as package” switch. Where is it? Publishing is switched on account by account rather than being part of a plan. If it’s not on your project templates, it hasn’t been enabled for your team — email [email protected].

Can I change the web address of a published package? Not directly. The address is generated from the template’s name the first time you publish it, and renaming the template later won’t move it. If you need a different address, the workaround is to publish a fresh copy of the template under the name you want.

I renamed my template and the link still shows the old name. Is that broken? No, that’s expected, and it’s deliberate — any link you’ve already given out keeps working. The name on the page itself updates to the new one; only the address stays put.

Does the public page show my markup or my costs? It shows the unit price and quantity for each featured material. It doesn’t break out your cost or your markup separately. Since it’s a public page, assume anything on it can be seen by anyone, including competitors.

Why aren’t all my scope items showing on the package page? Only items with product details — a brand, a description, or a photo — appear in the “Features including” section. Add those details to the lines you want shown.

Can I upload photos from my phone? You can upload from any device with a browser, but photos taken on an iPhone in its default format won’t go through. Convert them to JPG first.

If I import the same material package twice, do the two templates stay in sync? No. Each import is an independent copy. Editing one has no effect on the other, or on Eano’s original.

Someone filled out my form. Do they now have a client login? No. Submitting the form creates an opportunity on your side and sends them a short confirmation, and that’s all. They have no portal access until you invite them as a client on a project in the normal way.

Can I see how many people looked at my package page? Not yet. You’ll know a page is working when leads start arriving, but there’s no view counter on it today. If that’s something you’d use, tell us — it helps us prioritize.

Can I send one link that shows everything I offer?
Yes. Open Marketing → Packages and copy the link in the Share Your Packages box. That page lists every template you’ve published, and each card links through to the full package page.

How do I add a package to my packages page?
Publish the template. There’s no separate step — Publish as package on the template is what puts it on the list, and turning it off removes it.

Can I choose the order my packages appear in?
Not today. The order is set automatically and is the same on your internal Packages page and the client-facing one. If you’d use manual ordering, let us know — it helps us prioritize.

Why does the top of my packages page have no text about my company?
That paragraph comes from the Tell Us About Yourself box under Settings → Business Profile. Fill that in and it appears.

I got an opportunity from my packages page with nothing in it. Is that a bug?
No. The form at the bottom of the packages page is for people who didn’t find what they wanted, so there’s no package to pre-load. You get their details and their notes, and you build the scope from there. Leads that came off a specific package page still arrive pre-loaded with that template.

Can I edit a template from the Packages page?
Yes — click the tile, or the Edit link on it. When you’re done, the breadcrumb at the top takes you straight back to Packages.