Setting up line item templates

If you frequently use the same line items across estimates and invoices, you can speed up your workflow by reusing them.

While Hammr doesn't have formal templates yet, you can use a practical workaround: keep a reference estimate with your most common line items and their standard pricing.

When creating a new estimate, refer to your reference estimate and copy the relevant items. This ensures consistent pricing and descriptions across all your documents.

Common line items to standardize: labor rates (by trade), material markups, permit fees, cleanup charges, and warranty terms.

Tip: Review and update your standard pricing quarterly. Material costs fluctuate, labor rates change, and your experience should command higher prices as your reputation grows.