Books and Templates

What are books?

Books (sometimes called business units) are the top-level containers for your pricing and quoting. Each book can have its own:

• Service list — The types of work (e.g. HVAC install, electrical repair) and their prices.
• Materials, equipments, and assets — Parts and equipment catalogues.
• Labour and markup rules — How labour and margins are applied to quotes.
• Templates — Pre-built proposal or quote layouts so quotes look consistent.

When you create or work on a quote, you’re usually working within a specific book. Your admin may have set up one book per region, division, or trade (e.g. HVAC vs plumbing).

Where to find books

In the sidebar, click Books (or Books and Templates). You’ll see a list of books available to you. Click a book to open it and see its details, including linked templates and settings (if you have permission).

Templates

Templates define how a quote or proposal looks when you send it to the customer — layout, branding, sections, and which fields are shown. Your admin attaches templates to a book so that when you build a quote in that book, the output follows the right format.

Common uses:

• Quote template — Standard quote layout with services, materials, labour, totals, and terms.
• Proposal template — Longer proposal with cover page, scope, options, and acceptance section.

You typically choose a template when creating or finalising a quote (or it may be defaulted by the book). You don’t usually edit the template content yourself; that’s done in Manage. Your job is to pick the right template and fill in the quote lines.

Why it matters for quoting

• Correct book — Make sure you’re in the right book (business unit) so you see the right services, materials, and pricing.
• Correct template — Use the template your company expects for that type of job (e.g. residential vs commercial) so the customer gets a consistent, professional document.

For creating or changing books and templates, see Manage and Settings.