Estimate Templates


Estimate Templates allow you to use a frequently used estimate format to create a new estimate.  Headings, sub headings, tasks, sort orders, task types, and task descriptions can be saved as a template to save you time in creating similar new estimates.


To Browse the Estimate Template List:

1.   From the "Production" menu, select "Estimates" then "Search Estimates"  to open the Estimate Browse screen.


2.  Click on the Estimate Templates hyperlink at the top of the screen to access the Estimate Templates Browse screen.  A list of all Estimate Templates will display.


To Create a new Estimate Template:

1.   From the "Production" menu, select "Estimates" then "Search Estimates"  to open the Estimate Browse screen.

2.  Click on the Estimate Templates hyperlink at the top of the screen to access the Estimate Templates Browse screen.

3.  Click to open the Estimate Template screen.


4.  Enter a Template Description

5.  Click to create the template.

6.  Begin adding task line details by clicking and selecting each task you want to include on the template.  When all tasks are selected, click

7.  Edit the heading, sub-heading, sort order, task description, and charge type.  You can also add a note that will be displayed on the estimate.

8.  When you have made all of your edits to the template, click to save the template, to save the template to return to the Estimate Templates Browse screen, or to return to the Estimate Templates Browse screen without saving your changes.


To Delete an Estimate Template:

1.  Display all Estimate Templates in the Estimate Templates Browse screen.

2.  Place a check in the box next to the Estimate Template or Templates that you wish to delete.

3.  Click the to delete that template.


To Edit an Estimate Template:

1.  Display all Estimate Templates in the Estimate Templates Browse screen.

2.  Click the estimate template description to open the Estimate Template details.

3.  Edit the template as required.

4.  To add an additional line to the Estimate Template, click

5.  To delete a line from the Estimate Template, click the box in the far left column next to the line and click

6. When all your changes have been made, click to save the template, to save the template to return to the Estimate Templates Browse screen, or to return to the Estimate Templates Browse screen without saving your changes.