What is a template
A reusable starting point for new projects.
A template is a saved starting point. When you create a new project from a template, the workspace pre-populates the unit list, every category sheet's items, and any column customization the source had. You then swap in the customer's specifics.
For the conceptual overview, see templates.
What's in the box
Your workspace is seeded with a standard library of templates that ship with Specbook, see the standard library. They cover the common build types so you have something to start from on day one.
Beyond that, your team builds its own template library by saving completed projects as templates.
Quick reference
| Carried over | Not carried over | |
|---|---|---|
| Project type | Yes | |
| Units (names, order) | Yes | |
| Sheet structure (categories, scopes) | Yes | |
| Items (names, classifications, notes, attribute values) | Yes | |
| Custom columns | Yes | |
| Image attachments | No | |
| Status, completion timestamps | No (fresh) | |
| Comments, audit log | No (fresh) | |
| Customer name, address, lot | No (project-specific) |
When to use a template
Almost always, when you're creating a new project that's structurally similar to one you've built before. The five-second decision: if you know the new build's unit count and category mix in advance, pick the template that matches.
When not to use one: truly bespoke projects where pre-populated rows would be more confusing than helpful. Start from scratch instead.