To import an Estimate, select the Import drop-down and then click Estimate From Template.

From here, select the template you would like to import and click Import in the top left.

If you have existing items on your Estimate pre-import, you will have the option to add the templated items to your existing Estimate or completely replace the Estimate with the information from your template.

At this point, your template has been imported into your job.

Interested in Learning More? 📚

The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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