Templates
7 articles in this section.
How templates work
A template in HomePulse is a structure you define once and load onto as many jobs as you like. There are five types, and each one holds a different part of a job.
Building an Area Template
An area template holds the areas for one house design, arranged the way your client walks through the house.
Building a Selection Template
A selection template holds every decision a client makes, organised by area type.
Building an Item Template
An item template holds the products you offer, grouped by selection type, with the upgrade price against each one.
Combining templates to produce a working selections portal
Learn how a combining area, selection & item templates give you the flexibility to create selection journeys for your clients
How many templates do you actually need
Three different approaches for how to design your templates, and which might be best suited to your workflow
Building add-on template packs
A pack is the concept of a small template covering one optional part of a house, designed to be appended alongside a base template rather than used on its own.