Template Code (Estimate Header or Job Header screens)

Updated December 10, 2021

A multi-component estimate template, previously created using the "Save Template" button, may be loaded by selecting a template from the "Template Code" drop-down list.

 

Template Code Function

The system will display the " Template List" screen.

 

Template List Screen

 

 

This screen will display multi-component estimate templates that have been created using the "Save Template" function.  Select an appropriate template and the components included in the template will be loaded into the "Estimate Header" or "Job Header" screens.

 

See Save Template to see how to create an Estimate Template