Estimate Library

What this page is for:
 The company catalog for building estimates: reusable templates, priced components, materials, vendors, measurement formulas, and waste factors. It is not where you write a customer estimate. That is Create Estimate on an opportunity.

Where: Admin Console → Estimate Library (/portal/products/product-management)
 Breadcrumb: Administrative → Estimate Library
 Page title: Estimate Library | Klaus Connect
 Admin card (Operations → Production): Estimate Library — “Templates, components, materials, vendors, measurements and waste factors.”

Needs admin_console.estimate_library.view (Super Admin bypasses).

Steps:

1. Open Admin Console and click Estimate Library.

2. Use the left nav groups: Estimate Builder, Materials & BOM, Inventory & Procurement, Measurements.

3. Each item opens a module in the main card. The header title can differ from the sidebar name (quoted in each article below).

4. Where the header shows a create button (+ New Template, + New Component, …), that opens a create form — not a tab on an existing record.

Document Templates exists in code (doctpl, header would be Document Templates) but is not in the current left nav. Do not hunt for it in the sidebar.

Templates

What this page is for:
 Reusable job scopes. Each template is an ordered list of components (and, through those, materials). Use this list to find, reorder, and open a template. Creating is a separate screen.

Where: Estimate Library → Templates
 Header: Templates — “Reusable job scopes. Each template bundles an ordered list of components.”

Steps:

1. Open Templates.

2. Search with Search templates.... Use Grid / List.

3. Filter the left CLASSIFICATION list (All plus tags from company services). Drag a classification to reorder tags; drag a template card to reorder templates in the current filter.

4. Empty filter: No templates found for this filter.

5. Click + New Template to create (see New Template).

6. Click a template to open Template detail.

New Template

What this page is for:
 Create one estimate template (name, classification, commission, markup, cover image, and starting components). After save, later work is on Template detail.

Where: Templates → + New Template
 Heading: New Template

Steps:

1. Click + New Template.

2. Under Template info, fill Name * (placeholder Template name).

3. Set Classification (from Company Services; — Select classification —).

4. Optionally set Commission (%) and Markup (%).

5. Optionally add a Profile image (hint: Optional cover image). Use Clear to drop a chosen file.

6. Under Component order, click + New component to pick existing components. Empty: No components added yet. Click "+ New component" to add. Use Remove on a row. Clear clears the picker selection in that flow.

7. Cancel or ← Back to templates discards. Save Template (or Saving...) creates the template.

Template detail

What this page is for:
 The saved template: components in order, materials that flow in through BOMs, and which contract template is linked. Tabs here are not Create.

Where: Templates → click a template

Steps:

1. Open a template. Header actions include Edit template.

2. Read Classification, Markup, Commission, Created.

3. Used contract shows the linked contract name, or No contract linked. Click the contract name to jump to that contract template.

4. Components tab: ordered list. + Add component adds more. Empty: No components in this template yet. Drag to reorder.

5. Materials tab: unique materials from component BOMs. Empty: No materials linked through component BOM yet.

6. Removing a component from the template uses Remove Material → Remove (modal). That removes it from this template; it does not delete the component from the catalog.

Edit Template

What this page is for:
 Change the template’s title, classification, commission, markup, and linked contract. It is a modal on an existing template, not the create form.

Where: Template detail → Edit template
 Modal title: Edit Template

Steps:

1. Click Edit template.

2. Edit Template Title, Classification, Sales Commission (%), Markup Cost (%), and Contract Template (— No contract linked — or a named template).

3. Cancel or Save Changes.

Permanent delete uses the Delete Template modal (Delete Template confirm). That cannot be undone.

Components

What this page is for:
 The catalog of priced scope building blocks (materials, services, terms, disclaimers, other). Attach materials on the component’s BOM tab after the record exists.

Where: Estimate Library → Components
 Header: Components Catalog — “Pricing and scope building blocks. Attach materials to drive BOM and ordering.”

Steps:

1. Open Components.

2. Search Search by name, category.... Toggle Grid / List.

3. Filter CLASSIFICATION then the category column (All / named categories / Unmatched).

4. Turn on Show inactive to include components deactivated by library cleanup.

5. Export CSV exports every component (all columns).

6. Click + New Component to create.

7. Click a card/row to open Component detail.

8. Trash control: Delete component (confirm Delete component?). That deletes the catalog item, not just a template link.

New Component

What this page is for:
 Create one component (identity and default pricing). BOM, location pricing, and media are on Component detail after it exists.

Where: Components Catalog → + New Component
 Heading: New Component

Steps:

1. Click + New Component.

2. Fill Component name *, Brand, Category, Type, Type of workscope, Material class, Unit, Pricing driver.

3. If the driver needs it, fill Measurement value.

4. Set Purchase cost, Install cost, Margin, Sales price.

5. Optionally fill Component description.

6. Cancel or Save Component.

Component detail

What this page is for:
 Edit one component: identity, flags, pricing (including by location), descriptions, bill of materials, and media.

Where: Components Catalog → click a component
 Save in the header (or Saving...).

Steps:

1. Details tab → Identity: Name, Category (dropdown shows Product for the Materials classification, plus Services, Terms & Conditions, Disclaimers, Others), Subcategory (— Select subcategory —), Brand, Color, Unit.

2. Flags: Active, Included in price, Initial, Modifiable, Reportable, Show quantity.

3. Pricing tab → Pricing logic (Pricing driver), Base Pricing · Default Location, Pricing by location. Use Apply to all locations to copy base pricing to branches. Save a location row with Save location price or Save changes.

4. Descriptions: Material description, Contract / scope of work, Additional description sources.

5. BOM: Bill of materials. Search Search materials... then Add material. Empty: No materials linked to this component yet. Preferred vendor rows can sync pricing. Remove from BOM removes a line. Edit BOM Item → Save changes.

6. Media → Component media (images or videos) and Library. Save desc saves a media description.

Contract Templates

What this page is for:
 Contract document templates (sections, states, job types, locations, Draft/Published). Same editor as Documents & Contracts; this is the Estimate Library entry.

Where: Estimate Library → Contract Templates
 Header: Contract Templates — “Manage content, clauses and contract template settings.”

Full field-by-field steps: use the Contract Templates article under Documents & Contracts. Below is the Library-specific path.

Steps:

1. Open Contract Templates.

2. Search Search templates....

3. Filter Property Type, States, Job Types, Status (placeholders All). Clear resets filters.

4. Empty: No templates found. Reset filters or create your first template.

5. + New Template (header and toolbar) opens Create New Template.

6. Click a row (or Edit Template) to open Edit Template — {name}.

7. Duplicate Template copies an existing template (see that article).

Create New Template (contract)

What this page is for:
 Create one contract template (settings + sections). Not the estimate New Template.

Where: Contract Templates → + New Template
 Heading: Create New Template
 Back: ← Back to contract templates

Steps:

1. Under Template Settings, fill Template Name.

2. Set Template Type (Contract / Invoice), Property Type (Residential / Commercial), Status (Draft / Published).

3. Set Apply to Job Types, Apply to States, Apply to location.

4. Add and order sections, then Save Template.

At least one state is required on save.

Edit Template (contract)

What this page is for:
 Change an existing contract template’s settings and sections.

Where: Contract Templates → open a template
 Heading: Edit Template — {name}

Steps:

1. Same fields as create (Template Settings, sections).

2. Save Template.

3. ← Back to contract templates returns to the list.

Duplicate Template

What this page is for:
 Copy an existing contract template (sections including attached PDFs, states, job types, Apply to location). The copy is created as Draft.

Where: Contract Templates list → Duplicate Template
 Modal: Duplicate Template

Steps:

1. Click Duplicate Template.

2. Choose Template to copy (Select a template...).

3. Cancel or Duplicate (Duplicating… while it runs).

Template Styles

What this page is for:
 Preview visual styles available for contract documents. There is no create button on this module.

Where: Estimate Library → Template Styles
 Header: Template Styles — “Visual design and branding styles available for contract documents.”

Steps:

1. Open Template Styles. Use Grid / List.

2. List columns: Style, Description, Typography, Layout.

3. Click a row/card or Preview to open the sample preview (sample sections: Scope of Work, Payment Terms, Warranty). Close the preview when done.

4. Choosing which style a contract uses is on the contract template editor, not here.

Materials

What this page is for:
 Physical materials and SKUs. Preferred vendor links and “used in” components live on the material after it exists.

Where: Estimate Library → Materials (group Materials & BOM)
 Header: Material Library — “Physical materials and SKUs. Preferred vendors drive procurement cost and lead time.”

Steps:

1. Open Materials.

2. Search Search materials.... Grid / List.

3. Filter CLASSIFICATION and categories (All / Unmatched).

4. Show inactive includes materials deactivated by library cleanup.

5. Empty: No materials found for this filter.

6. + New Material to create.

7. Click a material to open Material detail.

8. Link vendor on a card starts a vendor link for that material.

9. Trash: Delete material.

New Material

What this page is for:
 Create one material (identity and default pricing). Vendors, images, and usage are on Material detail.

Where: Material Library → + New Material
 Heading: New Material

Steps:

1. Fill Material name *, Brand, Category, Type, Type of workscope, Material class, Unit, Pricing driver, optional Measurement value.

2. Set Purchase cost, Install cost, Margin, Sales price.

3. Optionally Material description.

4. Cancel or Save Material.

Material detail

What this page is for:
 Edit one material: info, pricing, images, vendor links, and which components use it.

Where: Material Library → click a material
 Header Save.

Steps:

1. Tabs: Material info, Images, Vendors, Used in.

2. Material info: Material name, Brand, Color, Unit, Material class, Category, Classification, Pricing driver, Measurement value, Pricing (Purchase cost, Margin, Sales price), Descriptions, Status (Active / Inactive).

3. Images → Material media (badge Image only) and Library.

4. Vendors: + Add vendor link. Fields include Vendor, Vendor SKU, Vendor item name, Purchase cost, Unit, Lead days, Color, Measure, Operation, Unit. Save with Add Vendor Link or Save Vendor Link.

5. Used in lists components whose BOM includes this material.

Vendors

What this page is for:
 Supplier accounts used by ordering and vendor items. Empty: No vendors found.

Where: Estimate Library → Vendors (group Inventory & Procurement)
 Header: Vendor Library — “Supplier accounts, contact records, and catalog connections used by ordering.”

Steps:

1. Open Vendors. Search Search vendors.... Grid / List.

2. List columns: Vendor, Short name, Location, Total Items.

3. + New Vendor to create.

4. Click a row to open Vendor detail. Loading text: Loading vendors...

New Vendor

What this page is for:
 Create one vendor profile.

Where: Vendor Library → + New Vendor
 Heading: New Vendor
 Back: ← Back to vendors

Steps:

1. Under Vendor profile, fill Vendor name *, optional Short name.

2. Fill Address, City, State, Zip, Portal URL, Logo URL.

3. Cancel or Save Vendor.

Vendor detail

What this page is for:
 Edit an existing vendor. Save changes appears when there are unsaved edits.

Where: Vendor Library → click a vendor
 Fallback back: ← Back to vendors

Steps:

1. Vendor profile: Vendor name, Short name, Vendor ID (read-only), Account ID (read-only), Logo URL.

2. Location & access: Address, City, State, Zip, Portal URL, Item sync date (read-only).

3. Click Save changes (or Saving…).

Vendor Items

What this page is for:
 Catalog lines from suppliers (SKU, cost, formula). Filter by vendor, then open a line.

Where: Estimate Library → Vendor Items
 Header: Vendor Items — “Vendor catalog items from all suppliers. Click any row to view or edit details.”

Steps:

1. Open Vendor Items. Search Search by item name, SKU, material.... Grid / List.

2. Filter by vendor in the left list. Count reads like {n} items from {short name}.

3. List columns: Item name, SKU, Material, Meta, Price, Unit.

4. Pagination: ‹ Prev / Next › (Page {n} of {m} · {total} items).

5. + New Vendor Item opens Add Vendor Item.

6. Click a row to open Vendor item detail.

Add Vendor Item

What this page is for:
 Link one vendor SKU to one material.

Where: Vendor Items → + New Vendor Item
 Heading: Add Vendor Item

Steps:

1. Required: Vendor , Material .

2. Fill Vendor item ID, Vendor item name, Purchase cost, Unit, Color.

3. Optional formula: Formula measure, Operation, Formula unit.

4. Toggles: Preferred vendor item, Active.

5. Cancel or Add Vendor Item. Save is blocked if that SKU already exists for the vendor/material pair.

Vendor item detail

What this page is for:
 View or edit one vendor catalog line.

Where: Vendor Items → click a row

Steps:

1. Review the item. Click Edit.

2. Change name, SKU, cost, unit, color, and formula fields.

3. Cancel or Save.

4. If a material link is shown, you can open that material in Material Library.

Formulas

What this page is for:
 Pricing-driver formulas used by components and materials.

Where: Estimate Library → Formulas (group Measurements)
 Header: Measurement Formulas — “Pricing drivers used by Estimate Library components and materials.”

Steps:

1. Open Formulas. Search Search by formula name, type, rule....

2. Filter left TYPE (All plus types).

3. Columns: Name, Type, Formula, Measurements, UOM, Key.

4. + New Formula opens New Measurement Formula.

5. Click a row to open it, then Edit / Save.

New Measurement Formula

What this page is for:
 Create or edit one formula (same panel: create vs edit).

Where: Measurement Formulas → + New Formula, or open a formula → Edit
 Headings: New Measurement Formula / formula name / Measurement Formula

Steps:

1. Under Formula details: Name, Type (Select type), Formula (type or insert from the palettes).

2. Set Unit of measure, Primary key.

3. Under Linked measurements, choose Measurements.

4. Save. Cancel leaves edit; on create, back returns to the list.

Units

What this page is for:
 Measurement inputs (and waste-factor flags) that formulas can link to.

Where: Estimate Library → Units
 Header: Measurement Units — “Measurement inputs and waste-factor flags used by pricing formulas.”

Steps:

1. Open Units. Search Search by measurement name, type, unit....

2. Filter TYPE. Empty: No measurement units found.

3. Columns: Name, Type, UOM, Waste factor, Editable, Active, Used by.

4. + New Unit opens New Measurement Unit.

5. Click a row to open it.

New Measurement Unit

What this page is for:
 Create or edit one measurement unit.

Where: Measurement Units → + New Unit, or open a unit → Edit
 Headings: New Measurement Unit / unit name / Measurement Unit

Steps:

1. Unit details: Name, Type (Select type), Unit of measure.

2. Switches: Editable, Active, Uses waste factor.

3. Save. On an existing unit, Delete is available. Edit starts editing.

Waste Factors

What this page is for:
 Named waste-percentage tables by roof complexity, used when a measurement is flagged Uses waste factor.

Where: Estimate Library → Waste Factors
 Header: Waste Factors — “Material waste percentage tables by roof complexity per product type.”

Steps:

1. Open Waste Factors. Search Search waste factors.... Grid / List.

2. Empty: No waste factors found.

3. Columns: Name, Low, Average, Complex/Hip, Victorian, Status (Active / Inactive).

4. Header + New Waste Factor opens the add modal.

5. Pencil Edit / trash Delete. Delete confirm: Are you sure? → Yes, delete it!

Add Waste Factor

What this page is for:
 Create one waste-factor table.

Where: Waste Factors → + New Waste Factor
 Modal: Add Waste Factor

Steps:

1. Waste Factor Name (placeholder e.g. Standard Shingle, Hip & Valley).

2. Under Factor Values (%): Low, Average, Complex/Hip, Victorian.

3. Switch Active.

4. Cancel or Add Factor.

Edit Waste Factor

What this page is for:
 Change an existing waste-factor table.

Where: Waste Factors → Edit
 Modal: Edit Waste Factor

Steps:

1. Same fields as add.

2. Cancel or Save Changes.