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Using Preset Templates is the fastest and most efficient way you can create common repetitive or reoccurring estimates, work orders or invoices. One click creates the whole job with every line item, material and note you’ll need. You can maintain all your costs and pricing from a single location. Nothing is more powerful or more efficient than using Preset Templates.

Take the time to create templates for your common repetitive or reoccurring jobs and you’ll rapidly finish your estimates or invoices in seconds not minutes. An example of templates is shown below.


For more information about Templates please go here