How do I create a template in the Cost Estimator app?

Creating a template is a quick and simple step in the Create Estimate flow.

To get started, tap +Create>Estimate and create an estimate like you would normally do.

As you move along in the flow, you’ll get to the screen where you will need to name it and save it. On that screen, you’ll see a little check box where you can save it as a template.

Once saved, you’ll be able to use this as your template for the next project similiar in scope of work.

Follow along in our tutorial below to see more in detail.