Creating Templates standardizes pricing, descriptions, and terms for common jobs. Templates help your sales and billing teams build estimates and invoices faster and avoid typing errors.
Step-by-Step Walkthrough
Open Templates Manager
From the administration menu, navigate to Templates and select the template category (Quote or Invoice).
Create a New Template
Click the New Template button. Enter a descriptive title.
Add Price Catalog Items
Search and add catalog items, labor hours, and materials. Set default quantities and markup overrides.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Template Name | Required | Descriptive label (e.g. 'AC Installation Package'). |
| Default Items | Required | Add line items, materials, and labor codes. |
Define Default Terms and Notes
Enter default customer terms, payment timelines, and warranty descriptions in the notes field.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Scope of Work | Optional | Default text describing the work to be performed. |
| Warranty Period | Optional | Default warranty details (e.g. '1 Year Parts & Labor'). |
Save and Publish
Click Save Template. The template is now available to all staff when building new quotes or invoices.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Unique Template Title: The template name must be unique within its category.
- Requires Line Items: A template must contain at least one line item before it can be published.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.