Reuse a project shape with templates

For the job you quote every month, start from the shape instead of from nothing.

A Project Template is a saved set of Install Cards you can start a new project from, under Library → Project Templates. Where a Card Set answers "what goes with this card?", a template answers "what does this kind of job look like?" — the standard office network refresh, the standard 8-camera retrofit.

Pick a template when creating a project and its cards arrive already on the estimate. Everything stays editable — quantities, options, and the card list itself — so a template is a starting point, never a constraint.