Create a template

Updated 2 years ago by Rachel Wilson

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

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