Currently, the template feature is only available on iOS devices (but should be available on Android devices soon!).
To get started, you’ll want to use these steps:
- Tap the blue Create+ button on the home screen
- Tap Estimate from the pop up menu
- Tap On-Site Walk Through or Manual Entry
- Follow the prompts to input the scope of work
- Answer all of the questions that the app asks to gather more details for the project
- One the estimate is generated, tap through the prompts to save it to your folder
- When prompted to Save as Template, tap the blue button
- Name the template
- Tap Done
We also have a video library filled with quick tutorials that walk through the app’s features. 📌 Link here