Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

How to create an estimate from a template

Creating an estimate from a template saves you time by using a premade estimate template.

Steps:

  1. Navigate to JOBS > Estimate.
  2. Select New Estimate.
  3. Complete the job field in order to view the remaining estimate information. 
  4. Select the Add Lines from Template.


    Screenshot_36
  5. Choose the Estimate Template by selecting the checkbox next to its description and then click on the OK button.

You are able to select multiple estimate templates from this page.