Templates begin by first naming the template and then adding Tasks, Materials and Expenses. For this example, we are adding a Template to the Bathroom Remodeling folder.
Then use your mouse and right click to change the title from New Template to the name you wish. For this example we title it Master Bathroom.
Then select the New Task button from these two choice
Then you can add the details of the task you wish to save, with a default unit of measure and default price. You can just save a task with just a description.
Once you type in the details you can then save the item by selecting the miniture disk image inside the Edit section.
In the above example, it is assumed that the Remove all wallpaper was saved in the default Group as shown below.
To learn more about Grouping, please go Adding Tasks section of creating an estimate.
HINT: if you desire to create an ordering scheme, then we suggest you add leading characters starting with 01 so that you can order them. The system works off of alphanumeric ordering so using 01,02, .... 10, 11, 12 is a method to create your own custom sorting similar to the following.
Adding more tasks to this Master Bathroom template will create some similar to the following
Now your Template is ready to be imported to a new estimate, work order, or invoice with a few clicks.