GuideTeam and contractors
Templates and workspace settings
Save a budget or schedule to reuse, and find the other settings that apply to the whole workspace.
- Where it is
- Account menu
- Who can use it
- Owners and admins
Templates
A template is a budget or a schedule you've saved from one house to start the next. Applying one copies it. Changing or deleting the template later doesn't touch houses that already used it.
| To save | Do this |
|---|---|
| A budget | On the house's Budget, choose Save as template. It keeps every line and amount, except cut lines. |
| A schedule | On the house's Board, switch to Timeline and choose Save as template. It keeps the dated tasks as days from the start. |
| To use | Do this |
|---|---|
| A budget | On a new house's empty Budget, pick it under Your templates. |
| A schedule | On the timeline, choose Add a schedule template and pick it under Your templates. |
Open the account menu and choose Templates to rename or delete one. You can't edit what's inside a template; save a new one from a house instead.
TipTo carry over a house's budget and its schedule in one step, use Start from a past house when you add the next one.
Everything else in the account menu
| Setting | What it's for | More |
|---|---|---|
| Members | Invite people, set roles, and choose what each team member can use | Invite your team |
| Receipt reading | Add the key that lets the app read receipts and bank statements | Receipts |
| Stage names | Call each stage what your team calls it | Your portfolio |
| Calendar sync | Send dated work to Google, Apple, or Outlook | My work and the calendar |
| Billing | Change your card or plan, or cancel | Trial, plan, and billing |
| Appearance | Light, Dark, or Match my device. It's saved on each device. |
Things that are fixed
Some lists are the same for every workspace, so reports line up from house to house: the seven board columns, the budget categories, the rooms, the trades, and the five document folders. Stage names are the exception; you can rename those.