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Record templates

Create and customize templates for every record type — set the name, accent color, default intro and closing text, and (where the type allows) the document body.

Every record you create starts from a template — Proposal, Change Order, Invoice, Purchase Order, Lien Waiver, Bid Request, and any you add yourself. Templates live under one of the five fixed record types, and the type is what matters to your numbers: each type feeds a fixed set of budget columns, and templates only change the document — its name, boilerplate, accent color, and (where the type allows it) body shape.

Record typeWhat it feeds on the budget
Bid RequestThe Bid Requests column — vendors price your scope
Client AgreementApproved Price
Client FinanceInvoiced and Collected
Vendor AgreementCommitted Costs
Vendor FinanceActual Costs

Open Templates

  1. From the sidebar, click Organization.
  2. Open the Templates tab.
  3. Each record type appears as its own group with a short description of what it feeds, its templates listed beneath, and a Template button.

Don’t see this?

If the Templates tab is missing, ask your organization owner to grant access to record templates.

Create a template

  1. Find the record type you want the template under and click its Template button.
  2. The record type is fixed — it sets the budget columns and side-panel actions (sign, pay, tax). Templates customize the document within it.
  3. Give it a name (for example, "AIA Pay App" or "Electrical Bid Request").
  4. Pick the document body where the type allows a choice — priced line items, an attachment, or a sign-only document. Bid Request templates always use the scope-to-price body: you list the items, each vendor fills in their prices.
  5. Optionally pick an accent color — it badges this template’s records in the records list and pickers.
  6. Optionally set a default intro message and closing notes that prefill on every new record from this template.
  7. Click Create Template.

Note

Bid Requests take custom templates too — say a "Concrete Bid Request" with your standard exclusions in the intro. Every bid request template uses the same vendor-prices-the-items body.

Customize a preset

  1. Click Edit on a preset template.
  2. You can rename it, pick an accent color, and set its default intro and closing text — the body shape on presets is locked.
  3. Save. New records from that template pick up your defaults.

Duplicate or archive

  1. Use Duplicate to fork a template under a new name when you want a variant.
  2. Archive a template you no longer use — it moves to the Archived tab and stops appearing in the Create Record picker. Restore it anytime.

Where templates show up

When you click Create Record and pick a template, its name becomes the document heading, its accent color marks the record in lists, and its default intro and closing text prefill into the new record — so you start from your boilerplate instead of a blank page.

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