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How to create an estimate from a template
Creating an estimate from a template saves you time by using a premade estimate template.
Steps:
- Navigate to JOBS > Estimate.
- Select New Estimate.
- Complete the job field in order to view the remaining estimate information.
- Select the Add Lines from Template.
- 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.