Project Templates in WorkGuru let you have pre-defined lists of Tasks and Products that can be applied to Quotes and Projects.   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.