Sales & quotes
Reuse the structure of work you quote often.
Save full quotes and phase or room templates. Duplicate and reorder scope rather than rebuilding familiar work. Review prices before sending each new quote.
How to use quote & phase templates
- 01
Save a reusable quote or phase structure.
- 02
Duplicate the template into a new job and reorder phases.
- 03
Review quantities, current costs and scope before sharing.
Worked example
What this looks like on a job
Start a bathroom estimate with demolition, rough-in, finishes and fixtures, then adjust each section to the site.
Illustrative workflow. Prices and scope are examples, not customer results.
Questions about quote & phase templates
What can I do with quote & phase templates?
Save full quotes and phase or room templates. Duplicate and reorder scope rather than rebuilding familiar work. Review prices before sending each new quote.
Which plans include quote & phase templates?
All plans
Connected contractor workflows
See the workflow with your own job.
Choose a plan or request a walkthrough with the Fuzed Flow team.