Per-Unit assemblies are the most straightforward template type. They're designed for installations where you count the number of complete units needed.

1. When to Use Per-Unit Assemblies:

   • Installations that are counted as complete units (e.g., panel upgrades, outlets, light fixtures)

   • Projects where quantities are expressed as counts rather than dimensions

   • When all materials in the assembly are used in fixed quantities per installation

2. Creating a Per-Unit Assembly:

   • Go to the "Assemblies" section and click "+ Add Template"

   • Enter a name and description

   • For "Assembly Unit Type," select "Per Unit"

   • Add your materials with their exact quantities per unit

   • Set markup percentages for each item if needed

   • Click "Create" to save the assembly
     
     

     

     
     
     

3. Using Per-Unit Assemblies in Estimates:

   • When adding to an estimate, simply enter the number of units needed

   • The system multiplies all material quantities by the number of units

   • For example, if your "Receptacle Installation" assembly includes 1 receptacle, 1 box, and 2 wire nuts, and you need 10 units, the system will calculate 10 receptacles, 10 boxes, and 20 wire nuts
     
     

     

     
     
     

4. Quantity Locking:

   • When creating Per-Unit assemblies, you can "lock" quantities using the lock icon

   • Locked quantities remain fixed regardless of how many assemblies are added to an estimate

   • Unlocked quantities will multiply by the number of units

   • This is useful for tools or equipment used across multiple installations