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Presets are where you can store the common Tasks, Materials, Expenses and Notes you use everyday in estimates, invoices, work orders, and purchase orders.  Using Presets will increase your efficiency by allowing you to import these common items with just a click.  This eliminates the retyping of repetitive items.

Templates on the other hand allow you to take Presets to the next level of efficiency.  Instead of re-using common Tasks and Materials that are set up inside Presets, you can save and re-use forms such as Estimates and Invoices.  For example, if you work with a set of many different tasks, materials and expenses for a kitchen remodeling job, then with one click you can import an entire template to quickly create a new estimate.  Of course you may first need to make some changes and delete some items. The same functionality is applicable for other documents such as an invoice. 

Special Note: Templates are a Premium (Paid) Subscription feature.  For more information on the Basic (Free) Version versus Premium (Paid) Subscription features please go here.

Presets are part of the Basic (Free) Version and can be used without Templates. More information about Presets can be found here.

Templates can be accessed off the top menu bar on the Home Page

 

Step By Step

  1. Learn how to use Folders
  2. Learn how to "Add Template Tasks".

Following the above two steps will easily allow you to be able to work with all aspects of a Template.