Create a Preset Template

Learn how to set up a "Preset Template" that you would use to create a common job or service with just one click. The template uses preset assemblies you've already created but allows you to add a job name and special notes , along with attaching unique Terms & Conditions. Now you can create entirely different estimates and invoices based on the template that is chosen. A great tool for companies with diverse services. Speeds up estimate and invoice creation.

Category:

Education

Tags:

• Construction
• estimating
• invoicing
• scheduling
• and
• management
• software
• for
• trade
• contractors

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Many contractors have repetitive tasks and materials. This process will greatly speed up the efficiency of creating estimates, work orders and invoices.