Estimate Templates

Start estimates faster with built-in templates for Electrical, General Construction, HVAC, and Plumbing scopes of work.

TradesQuote now ships with four built-in estimate templates so you can pre-fill common scope sections before the AI generates line items. Templates reduce the setup time for repeat job types and give the AI estimator a structured starting point.

Available Templates

  • Electrical Contractor — standard electrical scope sections including rough-in, fixtures, and panel work
  • General Construction — framing, finishes, and site-work sections for residential and light commercial builds
  • HVAC Services — equipment supply and install, ductwork, controls, and commissioning
  • Plumbing Business — rough-in, fixtures, drainage, and hot water sections

Applying a Template

Select a template from the estimate editor before generating. The template populates the scope and notes fields as a starting point. You can edit any field before or after the AI runs.