Login Start Free Trial

Requests, quotes, jobs and invoices

Estimate design templates and saved estimates

BizBaby Written for owner-operators
27 October 2026 3 min read
In this article
The short answer

BizBaby has two kinds of estimate template. An Estimate Design Template sets how an estimate looks to the customer: a header image and text, a photo gallery and reviews. A saved estimate is a set of line items you reuse, so you don't type the same prices twice. Invoices have no design templates: they use your business details and the invoice email.

Estimate design templates

Open Jobs & Invoices, go to the Estimates tab and click Estimate Design Templates above the table. The link appears only if your plan includes estimate templates.

The Estimate Design Templates window with two templates, each with Set primary, Apply, edit and delete buttons
ButtonWhat it does
New templateOpens the template editor.
Set primaryMakes this the template every new estimate starts with. Only one template is primary.
ApplyUses this template on the estimate you're working on.
PencilEdits the template.
BinDeletes the template.

Build a design template

  1. Click New template.
  2. Type a Template Name you'll recognise, such as Spring cleanup.
  3. Click Click to Upload Header Image and choose a photo of your work. The file can be up to 5 MB, in png, jpeg, gif or jpg.
  4. Write a header title and the header text, for example what's included and why customers choose you.
  5. Further down, give the gallery a title and click Upload Gallery Images, then add Reviews: the source (Google, Meta (Facebook), Yelp, G2, Trustpilot or Clutch), the star rating, the customer's name, the date and the review text.
  6. Click Save Template.
The Estimate Design Template editor with Template Name, a header image upload area, header title and header text, and the sample items table
The editor shows a sample estimate, so you see the layout as you build it. The items, customer and totals are placeholders: each real estimate fills in its own.

To use a template on one estimate, open the estimate and, under Estimate Design Template, click Change template +, then Apply on the one you want. The estimate shows No template selected until you pick one or set a primary. Click Preview to check the result before you send.

Estimates you already sent keep the design they were sent with, even if your plan changes later.

Saved estimates (reusable line items)

If you quote the same work often, save its lines once.

  1. Build an estimate with the items and prices you reuse.
  2. Click Save Quote under the items.
  3. In Enter Template Name, type a name and click Save.

Next time, click Starred Estimates on a new estimate, open the one you want and click Apply Estimate. Its lines are added to the estimate, and you can still change any of them.

Saved lines on invoices too

The invoice page has the same buttons, called Starred Estimates and Save Invoice, so you can reuse lines when you bill.

Common problems

  • There's no Estimate Design Templates link. Check you're on the Estimates tab. If it's still missing, your plan doesn't include estimate templates.
  • The image won't upload. It's over 5 MB or not an image. Try a smaller png or jpg.
  • "The image may not be greater than 5 MB." Shrink the photo and upload it again.

Was this article useful?

Keep reading

More Requests, quotes, jobs and invoices

Checklists for jobs and appointments

1. Build a checklist template Open Work setup: on Appointments, click Service Settings. The Checklist templates row is u...

Read guide →

Create and send an estimate

1. Start the estimate Start from one of two places: From a request: on the Requests tab, click the request's row, go to...

Read guide →

Customize job and order fields

1. Ask questions on a service Questions are what the customer answers when booking: room count, TV size, ceiling height....

Read guide →

Knowing what to charge is step one

First 3 months free. No card required. Bring the whole team.

Start Free Trial