How to create an estimate from a template

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

1. Navigate to JOBS > Estimates

2. Select New Estimate.

3. Complete the job field in order to view the remaining estimate information.

4. Select the Add Lines from Template.

5. Choose the Estimate Template by selecting the checkbox next to its description.

6. Click on the OK button.

7. Click Save.

Accountability 2026