Creating Estimates can be tedious and time-consuming. You can eliminate the stress of creating a new Estimate for every job by templating your standard Estimates. This not only ensures accuracy, but it will also make it easier for you to get away from the computer and back to the things that really matter.

To template an Estimate, select the job that corresponds with the Estimate you would like to template and then navigate to the Job Details.

Within Job Details, click Copy to Standalone Template.

This action will allow you to copy the content within the job directly to a Template. This includes your Estimate. Simply name the new template and click Copy To Template. You can then import the template into any job.

If you would like to create an Estimate template without copying all job information, navigate to the Templates.

From the drop-down, select Add New Template From Scratch.

Add Template Details to help you identify template contents.

Once Saved, you can navigate to the Estimate tab within Financial and begin filling in the Estimate template.

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