Planning to use the same customizations often or want to create personalized custom templates?
Our Save As Template feature allows you to create new templates from the job material list, update existing custom templates, or modify default settings of the standard templates for future use. You can modify and save things like:
Material line item names, mapped supplier SKUs, variation, waste, coverage, UoM, and more
Any changes made within the “Edit Scope" workflow can also be saved for future jobs via "Save as Template" (e.g. if you want to include metal flashings on the valleys for all roofing jobs)
While this feature is in Beta, we’d appreciate your feedback! Please fill out this feedback form to let us know what additional information or features in the Material List would be the most beneficial to you.
How it works
Once you have generated your material list and are satisfied with any necessary customizations you made, click Save as template in the middle of the screen.
In the pop-up that appears, you have the ability to:
Select the template(s) to save
Revise the name of the template(s), (optional)
Check Update unit costs
Check Update template
Click Save
Moving forward, you will see that saved template as one of the selectable options when prompted to select a template for any future material lists you create.
Updating an existing custom template is just as easy!
Updating an existing custom template is just as easy!
Open the existing custom template
Make your updates (ex: adjustments to product name(s), waste factor(s), unit cost(s), etc.)
Click Save as template
Check the box beside the template name
Check the box beside Update template
Click Save
If you're a HOVER account admin, you can also view and make edits to your saved templates from the Manage workflows page.
Still have questions? Reach out to our support team.
Call us (+1.844.754.6837). We're real people and ready to help!
Email us ([email protected]). We'll usually reply in about 30 min.
Chat with us. We generally answer in less than 3 mins. Click on the blue chat icon at the bottom right of your screen.