Estimate templates
Q2Division-scoped: landscaping sees ONLY landscaping — 6 live templates; the ~15 abandoned JN variants were killed at migration, not carried. Preview before send — today you pick blind and find out after filling the whole thing out.
Templates landscaping only
Template lifecycle is a real surface — unused variants get retired, not abandoned in the picker.
Preview — Sod refresh LT-01
base band $3k–6k| Line item | Qty | Unit price | Total |
|---|---|---|---|
| Demo & haul existing turf | 1,200 sqft | $1 | $1,200 |
| Fine grade + topsoil | 8 yd | $85 | $680 |
| Sod — Kentucky bluegrass | 1,200 sqft | $2 | $2,400 |
| Sprinkler head adjust / replace | 12 ea | $35 | $420 |
| Starter fertilizer + first mow | 1 ls | $180 | $180 |
| Base total (before measurements) | $4,880 |
Auto-populates: measurements from the property record · customer + address from the contact (pre-filled from the appointment record — zero re-keying, nothing hand-copied from Google Calendar). Quantities re-price off the measured areas; nothing is manually keyed twice.
Draft flows straight into the single flow on Q1: estimate → SOW produced once, signable on first send → invoice auto-generates off the signature.