Estimate Template

When creating a job, the user will create one or more estimates for their client. These estimates can be a Standard Estimate or a Comparative Estimate (See Enter/Edit a Job). These estimates are based on a template created in Setup.

1. Navigate to the menu Setup -> Estimate Templates.

2. Select "Create new" under either the Standard Estimates node or the Comparative estimate node.\

   
3. Enter a Title/Name for the template and if desired, a description.

4. Select print orientation of Portrait or Landscape

5. Select Active = yes if you want this template to be available for user selection

6. Click on the button “View Merge Fields Documentation”. These are the fields which you can build your HTML template from and save in the system for future use.

23KB

JC-Standard Estimate Template.txt

Open

26KB

JC-Comparative Estimate Template.txt

Open