1. To view job templates, click 'Templates' on the main screen of the Jobs Module.


  2. To add a new job template, click 'New Template'.


  3. Enter the template parameters and click 'Save'.


  4. An empty estimate screen will be displayed. Create an estimate template for the job template in a way similar to creating a Job Estimate.


  5. Click '<< Back' to return to the templates screen.


    The template will be displayed as a card showing the headings and items used in the estimate.


  6. To open the estimate for a template, move the mouse pointer over the template card and click the folder icon.


  7. To edit template details, click the pen icon.


  8. To delete a template, click the cross icon.