Project Templates in WorkGuru let you have pre-defined lists of Tasks and Products that can be applied to Quotes, Projects and Project Groups.   Templates save the data entry required to setup up Quotes and Jobs individually.   They can also assist in systemising the content and layout of Quotes and Projects so they are consistent regardless of who in the organisation is creating them.


The line items defined on a Project Template can consist of an entire jobs Tasks and Costs, or they can be a setup as a module of work, as you can apply multiple templates to a Quote or Project.



Multiple templates can added to a job to suite workflows where you need to add multiple modules of work, such as fabrication.  When adding multiple templates, eg, I need to build 2 trailers.   The templates will add the relevant amount of labour/hours and components/materials required to build the 2 trailers.   You can choose if you would like to keep the duplicate line tasks and materials separate or combined as best suits the project workflow.