Upload and edit estimates to use as templates for project management projects

  • Updated on Mar 27, 2026
  • Published on Mar 13, 2026
  • 2 minute(s) read
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Overview

Upload estimates to use as templates through a spreadsheet application like Microsoft Excel or Google Sheets to save time and increase efficiency on the bid creation process for your projects.

Who uses this feature

  • Administrators, Office Employees, Managers, Project Managers, Estimators

  • Primarily for Commercial Construction and Residential Construction business types

  • Applies to all trades

Things to know

  • Creating saved templates allows you to easily modify and import estimates without having to create them from scratch each time.

  • Use estimate templates for new construction, ranging from model homes to standard builds.

Export an estimate to use as a template

Export and modify existing estimates to create a template for future projects:

  1. Search for and open the construction estimate you want to export.

  2. On the Estimate page, click the Actions dropdown and select Export as Template. The estimate downloads as an XLSX file to your computer.

  3. Open the estimate template file in a spreadsheet application like Microsoft Excel or Google Sheet.

  4. Highlight and delete the values in Column A. ServiceTitan automatically associates identifiers to each estimate item after importing the template.        

    Note: Importing a template with IDs in Column A causes an error later during the import process. Save time by removing these values from your template before saving it.

    Table displaying various work descriptions, quantities, prices, and chargeable materials.

  5. Save the spreadsheet to your computer as an XLXS file.

Template column descriptions include:

  • ID: Unique identifier of the estimate item

  • Sku.Id: Unique identifier of the pricebook item

  • Code: Code of the pricebook item

  • Description: Description of the pricebook item

  • Quantity: Quantity of the pricebook item

  • Price: Price of the pricebook item

  • Cost: Cost of the pricebook item

  • Chargeable Material: Shows if the material is chargeable. 1 is chargeable, 0 is non-chargeable.

  • Labels: Project labels associated with the pricebook item

  • Active: Status of the pricebook item. 1 is active, 0 is inactive.

Note: When editing an estimate template, note the following:

  • Project label hierarchies are added to the template by a semicolon without a space between the labels. For example, Rough In;Labor, Labor;Helper, Trenching;Equipment.

  • Items on estimate upload templates can't have more than two decimal places in the Price or Cost fields. For example, a cost of $3.1234 on an item causes an error. Edit the price to two decimal places ($3.12).

  • If you use the Application for Payment workflow to invoice for your project's revenue, you can't use chargeable materials on the project's sold estimate. Instead, use service tasks to hold the revenue. See Manage double costing from chargeable materials for more information.

Import an estimate template

After you create a template, you can upload the template on new opportunities to save time and focus on customizing the bid to the needs of your contract.

Select one of the following areas to create an estimate for your construction opportunity:

  1. From a location record        

  2. Create an estimate.

  3. On the Estimate page, click the Actions dropdown and select Import from Template. Menu options for actions including payment collection and template management.

  4. Upload the XLSX file from your computer. A confirmation message appears that the import has started.        

    Note: A notification appears if there are import errors.

  5. Open the imported template and use it for your current contract or opportunity.

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