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Using Estimates as Estimating Templates

Work area templates are a great way to save time and effort when estimating, but did you know you can also build estimates that can serve as templates?  This tip can save you many hours building estimates for repeatable work like maintenance and snow + ice contracts.

First, create an estimate with your services built-in (ex. Residential Lawn Maintenance - Small).

Next, check the "Exclude from Stats?" box in the Customer Info page of the estimate.

OR from the estimate list, select the estimate and "Update Estimates" to "Exclude" so that the $ amounts are excluded from your sales stats.

Now, you can "Save Estimate as New" and change the client/jobsite to use this estimate as a template for future estimates.

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