Managing Group Templates

Learn how to build and manage product group templates in BidBuild so your most common equipment, material, and labor bundles are easy to add to any proposal or job. This walkthrough covers navigating to Settings > Configuration > Group Templates, creating a new group template, naming and organizing product packages, adding individual items with quantities and unit costs, building multi-item bundles such as pool equipment or lighting packages, and saving templates for quick reuse across estimates and change orders.

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