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Creating Scope Templates

Learn how to create and use scope templates in Lever360 for faster estimating and job scoping utilizing scope line item headers

Updated over a month ago

Overview

This guide explains how to create scope templates using headers in Lever360’s scope line items. Scope templates let you group line items together for quick application during scoping or estimating jobs.

Video Explainer

Options for Building Scope Templates

You can build templates in three ways:

  1. Update Header in Scope Line items

    1. Edit existing line items to group them under a new header (template name)

  2. Copying existing line items into new headers

    1. Duplicate items as needed, assigning them to a new template header without altering your current price list.

  3. Bulk Upload via Excel sheet (recommended for large lists)

    1. Use the Excel template to prepare your line items and submit to Lever360 Support for import.

Note: All Scope Line Items can be accessed and managed via:
​Settings > Company Settings > Scope Line Items
From here, you can edit, add, and delete line items as needed.

Option 1: Update Header in Scope Line Items

Go to Settings > Company Settings > Scope Line Items.

  1. Click on any existing line item to edit it.

  2. In the Header field, enter your desired template name (e.g. “Water Mitigation Template”).

  3. Save the item.

  4. Repeat for all items you want included in that template.

Tip: You can make duplicate line items if you don’t want to edit your existing ones.

Option 2: Copy Existing Line Items into New Headers

Go to Settings > Company Settings > Scope Line Items.

  1. Identify the items you want to include in your template.

  2. Create new item - copy and paste data from existing item

  3. In each copied item, assign a new Header (template name).

  4. Save the copied items.

  5. Repeat for all items needed for the template.

Use this option if you do not want to lose any of your current scope list structure. It is recommended to have two tabs open for easy copy and paste

Option 3: Bulk Upload via Excel Sheet (Recommended for Large Templates)

  1. Download the Lever360 Scope Line Items Bulk Upload Sheet.

  2. Fill in:

    • Header: Enter your template name (same for all items in the group).

    • Description, Pricing, Measurements, etc.

  3. Submit the completed sheet to Lever360 Support: [email protected]

  4. Support will bulk upload the template for you.

Bulk upload adds new items without deleting your current list.

Support

💡 Need help? Contact support or reach out through Lever360’s help resources.

📧 Support Email: [email protected]

📞 Help Desk: 561.337.2900 x 2

📚 More Guides: https://docs.lever360.com/en/

Attachment icon
Lever360 Scope Line Items.xlsx
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