Templates
Module: Settings | Platform: Web
Appello provides three template management areas for different document types — download templates, estimate/change order templates, and schedule of values templates.
Navigation
Access these from three separate Settings screens:
- Settings → Download Templates
- Settings → Estimate and Change Order Templates
- Settings → Schedule of Values Templates
Download Templates
Download Templates control the PDF format used when exporting entity records. Templates are organized by entity type.
Entity Tabs
| Tab | Description |
|---|---|
| Projects | PDF templates for project downloads. |
| Jobs | PDF templates for job downloads. |
| Companies | PDF templates for company downloads. |
| Contacts | PDF templates for contact downloads. |
| Equipment | PDF templates for equipment downloads. |
| RFIs | PDF templates for RFI downloads. |
Actions: Create Download Templates, Search, filter (All/Active/Archived).
Estimate and Change Order Templates
A file manager for storing reusable estimate and change order document templates. Upload template files that can be referenced when creating new estimates or change orders.
| Column | Description |
|---|---|
| Name | File name. |
| Date Uploaded | When the file was added. |
| Last Modified | Most recent modification date. |
| Uploaded By | User who uploaded the file. |
| File Size | Size of the uploaded file. |
The folder tree on the left organizes templates hierarchically. Toggle between list, grid, and tile view using the view controls.
Schedule of Values Templates
Schedule of Values (SOV) templates define pre-built line item structures for progress billing. Create templates with standard cost code breakdowns that can be applied to jobs.
| Column | Description |
|---|---|
| Name | Template name. |
| Description | Description of the template's intended use. |
Actions: Create SOV Templates, Search, filter (All/Active/Archived).