Create a custom template to save time for future projects.
To start, click on your profile account menu and click on the Application Settings.
Click on the template manager.
Select a category of your choice
In the example above, we chose a bath. Click Create Bath on the top right to create your own. Or click on the menu icon on the right and click duplicate to copy an existing template.
The following is how to create a template from scratch.
Click on the gear icon to start adding items to your template.
Click Add a new item to create your first item. Be sure to click on the empty checkbox to enable the item. Continue by adding more items to your list.
For each item, you will need to create tasks and notes (optional). For each task, you can setup a default size and rate.
If you want to set up details for each task and material, you can click on the pencil icon to edit the details. This will allow you to setup material costs and labor costs. When you set this up, you will get a rate based on the calculated values.
If you need more help in creating your custom template, send us a message or email us at firstname.lastname@example.org