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Pricing Templates

Build Accurate Quotes Faster

Create pricing templates for your services and let AI automatically generate quotes. Ensure consistent pricing while saving time on routine estimates.

How Pricing Templates Work

Templates are the foundation of AI-powered quote generation

You Create Templates

Set up your standard rates for common services like painting, plumbing, electrical work, and more. Include labor hours, material costs, and profit margins.

AI Matches Requests

When clients submit work orders, AI analyzes their descriptions and matches them to your templates based on keywords, categories, and scope.

Quotes Generate Instantly

Professional quotes are created automatically with line items, quantities, and totals. Review, adjust, and send to clients in minutes.

Template Categories & Examples

Common service categories and the types of work they cover

🎨Painting

  • Interior painting
  • Exterior house painting
  • Deck staining
  • Fence painting

🔧Plumbing

  • Pipe repair
  • Fixture installation
  • Water heater replacement
  • Drain cleaning

⚡Electrical

  • Outlet installation
  • Light fixture replacement
  • Circuit breaker upgrade
  • Generator installation

🏠Flooring

  • Hardwood installation
  • Tile laying
  • Carpet replacement
  • Floor refinishing

🏘️Roofing

  • Shingle replacement
  • Gutter installation
  • Roof repair
  • Chimney work

🌡️HVAC

  • AC installation
  • Heating system repair
  • Ductwork
  • Thermostat replacement

Setting Up Your Templates

Step-by-step guide to creating effective pricing templates

1
Access Template Manager

Navigate to your contractor dashboard and find the Pricing section.

  • Log in to your contractor account
  • Go to Dashboard → Pricing Templates
  • Click 'Create New Template'

2
Choose Template Category

Select the appropriate trade category for your service.

  • Pick from predefined categories (Painting, Plumbing, Electrical, etc.)
  • Use 'Custom' for specialized services
  • Categories help AI match templates to client requests

3
Set Pricing Details

Enter your standard rates, labor hours, and markup percentages.

  • Base price per unit (sq ft, linear ft, each, etc.)
  • Labor hours required for the work
  • Material costs and supplier markups
  • Your profit margin percentage

4
Add Template Description

Write clear descriptions that help AI match client requests.

  • Use keywords clients commonly search for
  • Include scope details and what's included/excluded
  • Mention any special requirements or certifications needed

AI Matching Tips

Optimize your templates for better AI quote generation

🔍Use Common Keywords

Include terms clients actually use like 'fix leaky faucet' instead of 'plumbing fixture repair'

📋Be Specific About Scope

Clearly state what's included (materials, labor, cleanup) and what's not

📏Include Size/Quantity Ranges

Specify when templates apply (e.g., 'for kitchens up to 200 sq ft')

📍Add Regional Variations

Create separate templates for different areas if pricing varies by location

Ready to Set Up Templates?

Start building your pricing library and watch quotes generate automatically.

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