Work area templates are one tool that can save you an enormous amount of time and mistakes when estimating. They can store:
- A checklist of labor, equipment, materials for estimating tasks
- Production rate calculators to help calculate labor and materials
- Client notes (for default estimate descriptions when estimating)
- Crew notes (for default crew notes like tool checklists and instructions)
With templates, you can estimate frequently performed work (like gardens, snow plowing, mowing, and paver driveways in walkways) in 3 minutes or less and with much less risk of mistake or forgotten items.
But setting up a Work Area Template is better illustrated with examples, so click the following link to be taken to our Learnlmn page on building Work Area Templates.
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