Stock Templates

Create preset material lists for your common install types so you can quickly check what's needed and load the van.

Creating a template

Go to Settings → Stock Templates and tap + New Template:

1. Name it (e.g. "Standard 5kW wall split")
2. Add stock items and quantities — pipe, cable, isolator, brackets, drain fittings, trunking, etc.
3. Save

Using templates

When you're preparing for a job, load the matching template to see exactly what materials you need. Cross-reference with your current stock levels to know if you need to pick anything up.

Example templates

• Standard wall split — 6m pipe kit, 10m cable, isolator, wall bracket, trunking, drain kit
• Multi-split 2-head — 2× pipe kits, branch kit, 15m cable, isolator, 2× brackets
• Ducted install — flex duct, grilles, return air box, filter, plenum, cable, isolator

Tips

• Build templates based on your most common install types
• Update quantities when you find you're consistently over or under on materials
• Combine with Checklist Templates for a complete job prep workflow