1. Go to “Finances” > “Estimates” and open any job
  2. Click the link “new estimate” at the end of the list
  3. In the estimate, click the check box “save as template”
    => Additional options are being displayed
  4. Check/Uncheck the check box “only for this client” to define the scope of the template
  5. Enter a name for this template in “Description” and click the ‘check’ icon
    => The new template has been saved
  6. Go back to the list of estimates and click the drop-down >>from template<< at the end of the list
    => Your newly created template should show up in this list