Create a template
- Open an estimate.
- On the Sketch tab, draw the template in the sketch workspace.
- Add the line items you would like included in your template.
- Select the structure you wish to save as a template in the sketch workspace.
- Click Options.
- Click Save Template, and type a name for your template.
- Click OK. The Template is now added to your template list.
- To access your template list, select the drop down arrow next to Load Template, then click Template List.